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 | $52,256 | $95,266-45.1% | $82,389-36.6% | $142,382-63.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 14.50% | 25.74%-11.2pp | 28.67%-14.2pp | 217.08%-202.6pp |
| Employer contribution / active EE | $2,501 | $2,991-16.4% | $2,517-0.6% | $4,299-41.8% |
| Participant deferral / active EE | $6,705 | $4,809+39.4% | $4,155+61.4% | $6,507+3.0% |
| Admin fee / account holder | $604 | $8,563-92.9% | $7,231-91.6% | $12,624-95.2% |