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 | $28,461 | $176,812-83.9% | $146,665-80.6% | $167,490-83.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 25.20% | 24.03%+1.2pp | 22.74%+2.5pp | 478.56%-453.4pp |
| Employer contribution / active EE | $3,619 | $5,160-29.9% | $4,136-12.5% | $4,837-25.2% |
| Participant deferral / active EE | $8,392 | $6,440+30.3% | $5,506+52.4% | $6,341+32.3% |
| Admin fee / account holder | $3,954 | $13,259-70.2% | $10,280-61.5% | $12,309-67.9% |