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 | $33,091 | $133,922-75.3% | $116,228-71.5% | $142,382-76.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 16.80% | 147.76%-131.0pp | 90.06%-73.3pp | 217.08%-200.3pp |
| Employer contribution / active EE | $2,754 | $3,446-20.1% | $2,994-8.0% | $4,299-35.9% |
| Participant deferral / active EE | $5,342 | $5,672-5.8% | $4,953+7.8% | $6,507-17.9% |
| Admin fee / account holder | $10,751 | $14,945-28.1% | $11,989-10.3% | $12,624-14.8% |