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 | $100,970-36.0% | $96,576-33.1% | $137,256-52.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 16.98% | 38.16%-21.2pp | 38.47%-21.5pp | 220.34%-203.4pp |
| Employer contribution / active EE | $4,747 | $3,809+24.6% | $3,553+33.6% | $4,156+14.2% |
| Participant deferral / active EE | $8,037 | $8,286-3.0% | $7,956+1.0% | $6,407+25.4% |
| Admin fee / account holder | $8,302 | $11,312-26.6% | $11,381-27.1% | $12,270-32.3% |