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 | $53,102 | $102,616-48.3% | $81,983-35.2% | $158,922-66.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 17.97% | 61.04%-43.1pp | 41.31%-23.3pp | 302.83%-284.9pp |
| Employer contribution / active EE | $2,673 | $3,240-17.5% | $2,498+7.0% | $4,761-43.9% |
| Participant deferral / active EE | $5,805 | $4,648+24.9% | $3,722+56.0% | $5,982-3.0% |
| Admin fee / account holder | $3,913 | $8,235-52.5% | $5,664-30.9% | $11,246-65.2% |