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 | $46,312 | $99,918-53.6% | $81,382-43.1% | $145,922-68.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 8.00% | 34.32%-26.3pp | 24.73%-16.7pp | 561.29%-553.3pp |
| Employer contribution / active EE | $5,918 | $2,978+98.7% | $2,463+140.3% | $4,660+27.0% |
| Participant deferral / active EE | $12,218 | $4,605+165.3% | $3,883+214.7% | $6,688+82.7% |
| Admin fee / account holder | $86,417 | $8,212+952.3% | $5,768+1398.1% | $13,397+545.1% |