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 | $62,238 | $71,809-13.3% | $61,048+1.9% | $152,861-59.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 79.3%+20.7pp | 82.4%+17.6pp |
| Annual return | 15.35% | 29.74%-14.4pp | 26.18%-10.8pp | 345.32%-330.0pp |
| Employer contribution / active EE | $1,917 | $4,545-57.8% | $3,716-48.4% | $4,762-59.8% |
| Participant deferral / active EE | $1,917 | $5,467-64.9% | $4,470-57.1% | $5,850-67.2% |
| Admin fee / account holder | $7,821 | $4,750+64.6% | $3,728+109.8% | $11,596-32.6% |