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 | $42,489 | $99,918-57.5% | $81,382-47.8% | $145,922-70.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 18.63% | 34.32%-15.7pp | 24.73%-6.1pp | 561.29%-542.7pp |
| Employer contribution / active EE | $2,414 | $2,978-18.9% | $2,463-2.0% | $4,660-48.2% |
| Participant deferral / active EE | $4,654 | $4,605+1.1% | $3,883+19.8% | $6,688-30.4% |
| Admin fee / account holder | $8,837 | $8,212+7.6% | $5,768+53.2% | $13,397-34.0% |