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 | $64,599 | $106,584-39.4% | $101,326-36.2% | $142,382-54.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 16.98% | 36.93%-19.9pp | 36.82%-19.8pp | 217.08%-200.1pp |
| Employer contribution / active EE | $4,747 | $3,956+20.0% | $3,665+29.5% | $4,299+10.4% |
| Participant deferral / active EE | $8,037 | $8,297-3.1% | $7,994+0.5% | $6,507+23.5% |
| Admin fee / account holder | $8,302 | $11,446-27.5% | $11,185-25.8% | $12,624-34.2% |