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 3-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 | $58,044 | $74,888-22.5% | $71,209-18.5% | $142,382-59.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 15.29% | 345.14%-329.9pp | 282.51%-267.2pp | 217.08%-201.8pp |
| Employer contribution / active EE | $2,717 | $2,854-4.8% | $2,721-0.2% | $4,299-36.8% |
| Participant deferral / active EE | $2,037 | $4,454-54.3% | $4,175-51.2% | $6,507-68.7% |
| Admin fee / account holder | $523 | $5,568-90.6% | $5,349-90.2% | $12,624-95.9% |