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 | $33,548 | $74,888-55.2% | $71,209-52.9% | $142,382-76.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 21.54% | 345.14%-323.6pp | 282.51%-261.0pp | 217.08%-195.5pp |
| Employer contribution / active EE | $3,179 | $2,854+11.4% | $2,721+16.8% | $4,299-26.0% |
| Participant deferral / active EE | $5,788 | $4,454+29.9% | $4,175+38.6% | $6,507-11.1% |
| Admin fee / account holder | $863 | $5,568-84.5% | $5,349-83.9% | $12,624-93.2% |