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 | $82,152 | $127,065-35.3% | $113,168-27.4% | $142,382-42.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 17.71% | 24.03%-6.3pp | 24.27%-6.6pp | 217.08%-199.4pp |
| Employer contribution / active EE | $3,487 | $3,442+1.3% | $2,975+17.2% | $4,299-18.9% |
| Participant deferral / active EE | $8,767 | $5,716+53.4% | $5,107+71.7% | $6,507+34.7% |
| Admin fee / account holder | $755 | $15,736-95.2% | $12,068-93.7% | $12,624-94.0% |