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 | $76,428 | $110,261-30.7% | $95,745-20.2% | $139,434-45.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 19.92% | 27.11%-7.2pp | 28.35%-8.4pp | 372.94%-353.0pp |
| Employer contribution / active EE | $1,367 | $3,257-58.0% | $2,835-51.8% | $4,751-71.2% |
| Participant deferral / active EE | $5,906 | $4,676+26.3% | $4,245+39.1% | $6,710-12.0% |
| Admin fee / account holder | $1,208 | $6,613-81.7% | $5,678-78.7% | $11,403-89.4% |