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 | $54,077 | $117,983-54.2% | $101,794-46.9% | $142,382-62.0% |
| Participation rate | 90.9% | 74.2%+16.7pp | 69.2%+21.7pp | 80.1%+10.8pp |
| Annual return | 13.12% | 36.92%-23.8pp | 30.53%-17.4pp | 217.08%-204.0pp |
| Employer contribution / active EE | $2,157 | $2,773-22.2% | $2,289-5.8% | $4,299-49.8% |
| Participant deferral / active EE | $4,210 | $4,714-10.7% | $4,084+3.1% | $6,507-35.3% |
| Admin fee / account holder | $5,441 | $10,433-47.9% | $8,777-38.0% | $12,624-56.9% |