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 | $153,936 | $214,378-28.2% | $200,582-23.3% | $142,382+8.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 26.54% | 46.41%-19.9pp | 42.33%-15.8pp | 217.08%-190.5pp |
| Employer contribution / active EE | $2,813 | $6,841-58.9% | $6,419-56.2% | $4,299-34.6% |
| Participant deferral / active EE | $6,930 | $9,865-29.8% | $9,331-25.7% | $6,507+6.5% |
| Admin fee / account holder | $5,550 | $17,692-68.6% | $16,305-66.0% | $12,624-56.0% |