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 6-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 | $68,253 | $111,535-38.8% | $105,223-35.1% | $137,256-50.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 16.03% | 237.85%-221.8pp | 180.65%-164.6pp | 220.34%-204.3pp |
| Employer contribution / active EE | $3,020 | $3,939-23.3% | $3,689-18.1% | $4,156-27.3% |
| Participant deferral / active EE | $8,861 | $5,500+61.1% | $5,072+74.7% | $6,407+38.3% |
| Admin fee / account holder | $2,851 | $9,721-70.7% | $8,859-67.8% | $12,270-76.8% |