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 | $53,752 | $74,888-28.2% | $71,209-24.5% | $142,382-62.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 20.36% | 345.14%-324.8pp | 282.51%-262.2pp | 217.08%-196.7pp |
| Employer contribution / active EE | $2,355 | $2,854-17.5% | $2,721-13.5% | $4,299-45.2% |
| Participant deferral / active EE | $11,918 | $4,454+167.6% | $4,175+185.4% | $6,507+83.1% |
| Admin fee / account holder | $470 | $5,568-91.6% | $5,349-91.2% | $12,624-96.3% |