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 8-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 | $51,367 | $105,859-51.5% | $90,160-43.0% | $147,584-65.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 11.36% | 37.63%-26.3pp | 34.88%-23.5pp | 578.55%-567.2pp |
| Employer contribution / active EE | $3,335 | $4,126-19.2% | $3,318+0.5% | $4,876-31.6% |
| Participant deferral / active EE | $5,423 | $5,733-5.4% | $5,288+2.6% | $5,439-0.3% |
| Admin fee / account holder | $2,775 | $8,046-65.5% | $5,943-53.3% | $10,885-74.5% |