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 | $82,479 | $106,584-22.6% | $101,326-18.6% | $142,382-42.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 16.02% | 36.93%-20.9pp | 36.82%-20.8pp | 217.08%-201.1pp |
| Employer contribution / active EE | $503 | $3,956-87.3% | $3,665-86.3% | $4,299-88.3% |
| Participant deferral / active EE | $7,552 | $8,297-9.0% | $7,994-5.5% | $6,507+16.1% |
| Admin fee / account holder | $6,308 | $11,446-44.9% | $11,185-43.6% | $12,624-50.0% |