See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,272 | $114,381-50.8% | $107,525-47.7% | $142,382-60.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 19.59% | 242.71%-223.1pp | 181.32%-161.7pp | 217.08%-197.5pp |
| Employer contribution / active EE | $8,304 | $4,015+106.8% | $3,754+121.2% | $4,299+93.2% |
| Participant deferral / active EE | $3,771 | $5,564-32.2% | $5,116-26.3% | $6,507-42.0% |
| Admin fee / account holder | $3,882 | $9,860-60.6% | $8,919-56.5% | $12,624-69.2% |