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 | $56,803 | $99,918-43.1% | $81,382-30.2% | $145,922-61.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 10.27% | 34.32%-24.1pp | 24.73%-14.5pp | 561.29%-551.0pp |
| Employer contribution / active EE | $2,033 | $2,978-31.7% | $2,463-17.5% | $4,660-56.4% |
| Participant deferral / active EE | $1,755 | $4,605-61.9% | $3,883-54.8% | $6,688-73.8% |
| Admin fee / account holder | $1,308 | $8,212-84.1% | $5,768-77.3% | $13,397-90.2% |