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 | $20,210 | $74,888-73.0% | $71,209-71.6% | $142,382-85.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 15.93% | 345.14%-329.2pp | 282.51%-266.6pp | 217.08%-201.1pp |
| Employer contribution / active EE | $2,561 | $2,854-10.3% | $2,721-5.9% | $4,299-40.4% |
| Participant deferral / active EE | $4,377 | $4,454-1.7% | $4,175+4.8% | $6,507-32.7% |
| Admin fee / account holder | $1,216 | $5,568-78.2% | $5,349-77.3% | $12,624-90.4% |