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 | $94,818 | $149,679-36.7% | $117,039-19.0% | $147,584-35.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 18.68% | 19.31%-0.6pp | 18.95%-0.3pp | 578.55%-559.9pp |
| Employer contribution / active EE | $2,725 | $4,937-44.8% | $3,785-28.0% | $4,876-44.1% |
| Participant deferral / active EE | $4,637 | $4,912-5.6% | $3,929+18.0% | $5,439-14.7% |
| Admin fee / account holder | $4,688 | $7,856-40.3% | $5,974-21.5% | $10,885-56.9% |