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 | $75,230 | $127,386-40.9% | $115,037-34.6% | $125,391-40.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.62% | 31.28%-30.7pp | 26.14%-25.5pp | 282.22%-281.6pp |
| Employer contribution / active EE | $3,959 | $5,166-23.4% | $4,608-14.1% | $4,866-18.6% |
| Participant deferral / active EE | $3,959 | $6,423-38.4% | $6,026-34.3% | $5,352-26.0% |
| Admin fee / account holder | $19,643 | $9,516+106.4% | $8,175+140.3% | $9,540+105.9% |