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 5-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 | $58,134 | $104,974-44.6% | $95,585-39.2% | $142,382-59.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 20.56% | 210.33%-189.8pp | 38.56%-18.0pp | 217.08%-196.5pp |
| Employer contribution / active EE | $3,442 | $2,779+23.9% | $2,527+36.2% | $4,299-19.9% |
| Participant deferral / active EE | $8,526 | $4,352+95.9% | $4,023+112.0% | $6,507+31.0% |
| Admin fee / account holder | $313 | $6,386-95.1% | $6,127-94.9% | $12,624-97.5% |