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 | $37,394 | $81,632-54.2% | $70,449-46.9% | $158,922-76.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 21.39% | 208.40%-187.0pp | 109.03%-87.6pp | 302.83%-281.4pp |
| Employer contribution / active EE | $2,302 | $3,217-28.5% | $2,737-15.9% | $4,761-51.7% |
| Participant deferral / active EE | $2,643 | $4,554-42.0% | $3,709-28.7% | $5,982-55.8% |
| Admin fee / account holder | $2,023 | $6,193-67.3% | $3,845-47.4% | $11,246-82.0% |