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 | $93,952 | $167,484-43.9% | $151,611-38.0% | $134,475-30.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 9.54% | 7.80%+1.7pp | 3.33%+6.2pp | 417.96%-408.4pp |
| Employer contribution / active EE | $2,368 | $6,829-65.3% | $6,166-61.6% | $4,740-50.0% |
| Participant deferral / active EE | $3,871 | $8,986-56.9% | $8,363-53.7% | $6,400-39.5% |
| Admin fee / account holder | $12,591 | $13,783-8.6% | $11,616+8.4% | $11,426+10.2% |