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 | $53,697 | $110,261-51.3% | $95,745-43.9% | $139,434-61.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.01% | 27.11%-14.1pp | 28.35%-15.3pp | 372.94%-359.9pp |
| Employer contribution / active EE | $1,698 | $3,257-47.9% | $2,835-40.1% | $4,751-64.3% |
| Participant deferral / active EE | $10,921 | $4,676+133.6% | $4,245+157.3% | $6,710+62.7% |
| Admin fee / account holder | $349 | $6,613-94.7% | $5,678-93.9% | $11,403-96.9% |