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 3-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 | $45,238 | $124,425-63.6% | $112,040-59.6% | $137,256-67.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 16.24% | 24.72%-8.5pp | 24.52%-8.3pp | 220.34%-204.1pp |
| Employer contribution / active EE | $3,484 | $3,411+2.1% | $2,954+17.9% | $4,156-16.2% |
| Participant deferral / active EE | $4,174 | $5,718-27.0% | $5,098-18.1% | $6,407-34.9% |
| Admin fee / account holder | $4,690 | $15,207-69.2% | $12,098-61.2% | $12,270-61.8% |