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 9-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 | $57,184 | $104,974-45.5% | $95,585-40.2% | $142,382-59.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 18.50% | 210.33%-191.8pp | 38.56%-20.1pp | 217.08%-198.6pp |
| Employer contribution / active EE | $2,411 | $2,779-13.2% | $2,527-4.6% | $4,299-43.9% |
| Participant deferral / active EE | $3,750 | $4,352-13.8% | $4,023-6.8% | $6,507-42.4% |
| Admin fee / account holder | $486 | $6,386-92.4% | $6,127-92.1% | $12,624-96.2% |