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 | $51,937 | $111,535-53.4% | $105,223-50.6% | $137,256-62.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 21.86% | 237.85%-216.0pp | 180.65%-158.8pp | 220.34%-198.5pp |
| Employer contribution / active EE | $3,862 | $3,939-2.0% | $3,689+4.7% | $4,156-7.1% |
| Participant deferral / active EE | $11,747 | $5,500+113.6% | $5,072+131.6% | $6,407+83.3% |
| Admin fee / account holder | $2,701 | $9,721-72.2% | $8,859-69.5% | $12,270-78.0% |