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 | $111,233 | $95,266+16.8% | $82,389+35.0% | $142,382-21.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 17.73% | 25.74%-8.0pp | 28.67%-10.9pp | 217.08%-199.3pp |
| Employer contribution / active EE | $2,825 | $2,991-5.6% | $2,517+12.2% | $4,299-34.3% |
| Participant deferral / active EE | $2,825 | $4,809-41.3% | $4,155-32.0% | $6,507-56.6% |
| Admin fee / account holder | $433 | $8,563-94.9% | $7,231-94.0% | $12,624-96.6% |