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 | $87,166-40.0% | $76,735-31.9% | $137,256-61.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 14.50% | 26.50%-12.0pp | 29.77%-15.3pp | 220.34%-205.8pp |
| Employer contribution / active EE | $2,501 | $2,904-13.9% | $2,454+1.9% | $4,156-39.8% |
| Participant deferral / active EE | $6,705 | $4,726+41.9% | $4,088+64.0% | $6,407+4.7% |
| Admin fee / account holder | $604 | $8,403-92.8% | $7,189-91.6% | $12,270-95.1% |