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 7-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 | $23,166 | $74,888-69.1% | $71,209-67.5% | $142,382-83.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 20.04% | 345.14%-325.1pp | 282.51%-262.5pp | 217.08%-197.0pp |
| Employer contribution / active EE | $7,502 | $2,854+162.8% | $2,721+175.7% | $4,299+74.5% |
| Participant deferral / active EE | $5,316 | $4,454+19.3% | $4,175+27.3% | $6,507-18.3% |
| Admin fee / account holder | $3,084 | $5,568-44.6% | $5,349-42.3% | $12,624-75.6% |