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 | $17,313 | $74,888-76.9% | $71,209-75.7% | $142,382-87.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 16.50% | 345.14%-328.6pp | 282.51%-266.0pp | 217.08%-200.6pp |
| Employer contribution / active EE | $2,072 | $2,854-27.4% | $2,721-23.9% | $4,299-51.8% |
| Participant deferral / active EE | $5,631 | $4,454+26.4% | $4,175+34.9% | $6,507-13.5% |
| Admin fee / account holder | $7,326 | $5,568+31.6% | $5,349+37.0% | $12,624-42.0% |