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 8-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 | $50,226 | $127,065-60.5% | $113,168-55.6% | $142,382-64.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 12.07% | 24.03%-12.0pp | 24.27%-12.2pp | 217.08%-205.0pp |
| Employer contribution / active EE | $3,878 | $3,442+12.7% | $2,975+30.3% | $4,299-9.8% |
| Participant deferral / active EE | $5,563 | $5,716-2.7% | $5,107+8.9% | $6,507-14.5% |
| Admin fee / account holder | $11,645 | $15,736-26.0% | $12,068-3.5% | $12,624-7.8% |