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 | $49,115 | $114,381-57.1% | $107,525-54.3% | $142,382-65.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 19.72% | 242.71%-223.0pp | 181.32%-161.6pp | 217.08%-197.4pp |
| Employer contribution / active EE | $2,796 | $4,015-30.4% | $3,754-25.5% | $4,299-35.0% |
| Participant deferral / active EE | $7,099 | $5,564+27.6% | $5,116+38.8% | $6,507+9.1% |
| Admin fee / account holder | $647 | $9,860-93.4% | $8,919-92.7% | $12,624-94.9% |