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 6-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 | $18,508 | $74,888-75.3% | $71,209-74.0% | $142,382-87.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 14.26% | 345.14%-330.9pp | 282.51%-268.3pp | 217.08%-202.8pp |
| Employer contribution / active EE | $1,441 | $2,854-49.5% | $2,721-47.0% | $4,299-66.5% |
| Participant deferral / active EE | $3,534 | $4,454-20.7% | $4,175-15.4% | $6,507-45.7% |
| Admin fee / account holder | $2,650 | $5,568-52.4% | $5,349-50.5% | $12,624-79.0% |