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 8-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 | $25,874 | $74,888-65.4% | $71,209-63.7% | $142,382-81.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 13.38% | 345.14%-331.8pp | 282.51%-269.1pp | 217.08%-203.7pp |
| Employer contribution / active EE | $2,250 | $2,854-21.2% | $2,721-17.3% | $4,299-47.7% |
| Participant deferral / active EE | $3,600 | $4,454-19.2% | $4,175-13.8% | $6,507-44.7% |
| Admin fee / account holder | $1,634 | $5,568-70.7% | $5,349-69.5% | $12,624-87.1% |