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 | $33,791 | $74,888-54.9% | $71,209-52.5% | $142,382-76.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 14.40% | 345.14%-330.7pp | 282.51%-268.1pp | 217.08%-202.7pp |
| Employer contribution / active EE | $2,854 | $2,8540% | $2,721+4.9% | $4,299-33.6% |
| Participant deferral / active EE | $5,219 | $4,454+17.2% | $4,175+25.0% | $6,507-19.8% |
| Admin fee / account holder | $728 | $5,568-86.9% | $5,349-86.4% | $12,624-94.2% |