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 | $46,775 | $149,734-68.8% | $118,925-60.7% | $158,922-70.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 13.09% | 19.95%-6.9pp | 35.88%-22.8pp | 302.83%-289.7pp |
| Employer contribution / active EE | $3,117 | $4,115-24.3% | $3,263-4.5% | $4,761-34.5% |
| Participant deferral / active EE | $3,446 | $5,223-34.0% | $4,265-19.2% | $5,982-42.4% |
| Admin fee / account holder | $10,298 | $8,603+19.7% | $6,581+56.5% | $11,246-8.4% |