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 | $53,265 | $89,753-40.7% | $107,525-50.5% | $84,808-37.2% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 15.70% | 29.48%-13.8pp | 181.32%-165.6pp | 40.90%-25.2pp |
| Employer contribution / active EE | $4,697 | $3,113+50.9% | $3,754+25.1% | $2,631+78.5% |
| Participant deferral / active EE | $7,633 | $4,056+88.2% | $5,116+49.2% | $4,212+81.2% |
| Admin fee / account holder | $2,342 | $7,222-67.6% | $8,919-73.7% | $7,344-68.1% |