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 | $26,723 | $94,338-71.7% | $100,534-73.4% | $142,382-81.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 17.28% | 29.20%-11.9pp | 32.66%-15.4pp | 217.08%-199.8pp |
| Employer contribution / active EE | $2,336 | $4,237-44.9% | $4,346-46.3% | $4,299-45.7% |
| Participant deferral / active EE | $4,285 | $5,934-27.8% | $6,144-30.3% | $6,507-34.2% |
| Admin fee / account holder | $2,913 | $8,421-65.4% | $7,654-61.9% | $12,624-76.9% |