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 | $11,100 | $74,888-85.2% | $71,209-84.4% | $142,382-92.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 13.53% | 345.14%-331.6pp | 282.51%-269.0pp | 217.08%-203.5pp |
| Employer contribution / active EE | $1,643 | $2,854-42.4% | $2,721-39.6% | $4,299-61.8% |
| Participant deferral / active EE | $3,026 | $4,454-32.1% | $4,175-27.5% | $6,507-53.5% |
| Admin fee / account holder | $3,220 | $5,568-42.2% | $5,349-39.8% | $12,624-74.5% |