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 | $69,762 | $124,425-43.9% | $112,040-37.7% | $137,256-49.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 17.24% | 24.72%-7.5pp | 24.52%-7.3pp | 220.34%-203.1pp |
| Employer contribution / active EE | $2,717 | $3,411-20.3% | $2,954-8.0% | $4,156-34.6% |
| Participant deferral / active EE | $8,563 | $5,718+49.7% | $5,098+68.0% | $6,407+33.7% |
| Admin fee / account holder | $339 | $15,207-97.8% | $12,098-97.2% | $12,270-97.2% |