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 | $73,795 | $124,425-40.7% | $112,040-34.1% | $137,256-46.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 16.22% | 24.72%-8.5pp | 24.52%-8.3pp | 220.34%-204.1pp |
| Employer contribution / active EE | $2,470 | $3,411-27.6% | $2,954-16.4% | $4,156-40.6% |
| Participant deferral / active EE | $13,191 | $5,718+130.7% | $5,098+158.8% | $6,407+105.9% |
| Admin fee / account holder | $4,000 | $15,207-73.7% | $12,098-66.9% | $12,270-67.4% |