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 6-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 | $32,466 | $104,974-69.1% | $95,585-66.0% | $142,382-77.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 28.09% | 210.33%-182.2pp | 38.56%-10.5pp | 217.08%-189.0pp |
| Employer contribution / active EE | $3,211 | $2,779+15.5% | $2,527+27.1% | $4,299-25.3% |
| Participant deferral / active EE | $4,448 | $4,352+2.2% | $4,023+10.6% | $6,507-31.7% |
| Admin fee / account holder | $1,939 | $6,386-69.6% | $6,127-68.4% | $12,624-84.6% |