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 | $45,524 | $107,452-57.6% | $91,541-50.3% | $142,382-68.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 21.44% | 22.06%-0.6pp | 20.50%+0.9pp | 217.08%-195.6pp |
| Employer contribution / active EE | $3,180 | $2,994+6.2% | $2,505+27.0% | $4,299-26.0% |
| Participant deferral / active EE | $9,482 | $4,754+99.4% | $4,008+136.6% | $6,507+45.7% |
| Admin fee / account holder | $797 | $8,834-91.0% | $6,956-88.5% | $12,624-93.7% |