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 | $87,644 | $114,381-23.4% | $107,525-18.5% | $142,382-38.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 17.46% | 242.71%-225.2pp | 181.32%-163.9pp | 217.08%-199.6pp |
| Employer contribution / active EE | $2,788 | $4,015-30.5% | $3,754-25.7% | $4,299-35.1% |
| Participant deferral / active EE | $6,999 | $5,564+25.8% | $5,116+36.8% | $6,507+7.5% |
| Admin fee / account holder | $8,874 | $9,860-10.0% | $8,919-0.5% | $12,624-29.7% |