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 5-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 | $55,765 | $124,425-55.2% | $112,040-50.2% | $137,256-59.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 18.60% | 24.72%-6.1pp | 24.52%-5.9pp | 220.34%-201.7pp |
| Employer contribution / active EE | $2,577 | $3,411-24.5% | $2,954-12.8% | $4,156-38.0% |
| Participant deferral / active EE | $11,325 | $5,718+98.1% | $5,098+122.2% | $6,407+76.8% |
| Admin fee / account holder | $5,245 | $15,207-65.5% | $12,098-56.6% | $12,270-57.3% |