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 3-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 | $58,037 | $127,065-54.3% | $113,168-48.7% | $142,382-59.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 27.09% | 24.03%+3.1pp | 24.27%+2.8pp | 217.08%-190.0pp |
| Employer contribution / active EE | $3,772 | $3,442+9.6% | $2,975+26.8% | $4,299-12.3% |
| Participant deferral / active EE | $7,453 | $5,716+30.4% | $5,107+45.9% | $6,507+14.5% |
| Admin fee / account holder | $1,867 | $15,736-88.1% | $12,068-84.5% | $12,624-85.2% |