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 | $90,524 | $127,065-28.8% | $113,168-20.0% | $142,382-36.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 16.50% | 24.03%-7.5pp | 24.27%-7.8pp | 217.08%-200.6pp |
| Employer contribution / active EE | $4,154 | $3,442+20.7% | $2,975+39.6% | $4,299-3.4% |
| Participant deferral / active EE | $12,369 | $5,716+116.4% | $5,107+142.2% | $6,507+90.1% |
| Admin fee / account holder | $1,196 | $15,736-92.4% | $12,068-90.1% | $12,624-90.5% |