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 | $31,875 | $70,428-54.7% | $96,562-67.0% | $85,850-62.9% |
| Participation rate | 97.1% | 61.8%+35.3pp | 69.8%+27.2pp | 69.3%+27.7pp |
| Annual return | 13.59% | 18.59%-5.0pp | 37.78%-24.2pp | 318.53%-304.9pp |
| Employer contribution / active EE | $2,458 | $1,413+73.9% | $2,356+4.3% | $2,565-4.2% |
| Participant deferral / active EE | $5,161 | $2,894+78.3% | $3,849+34.1% | $3,952+30.6% |
| Admin fee / account holder | $1,055 | $4,997-78.9% | $6,181-82.9% | $6,260-83.1% |