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 | $17,070 | $74,888-77.2% | $71,209-76.0% | $142,382-88.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 28.01% | 345.14%-317.1pp | 282.51%-254.5pp | 217.08%-189.1pp |
| Employer contribution / active EE | $3,152 | $2,854+10.4% | $2,721+15.8% | $4,299-26.7% |
| Participant deferral / active EE | $7,904 | $4,454+77.4% | $4,175+89.3% | $6,507+21.5% |
| Admin fee / account holder | $1,331 | $5,568-76.1% | $5,349-75.1% | $12,624-89.5% |