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 8-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 | $67,204 | $127,065-47.1% | $113,168-40.6% | $142,382-52.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 19.41% | 24.03%-4.6pp | 24.27%-4.9pp | 217.08%-197.7pp |
| Employer contribution / active EE | $2,153 | $3,442-37.4% | $2,975-27.6% | $4,299-49.9% |
| Participant deferral / active EE | $4,669 | $5,716-18.3% | $5,107-8.6% | $6,507-28.2% |
| Admin fee / account holder | $1,882 | $15,736-88.0% | $12,068-84.4% | $12,624-85.1% |