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 | $58,399 | $161,352-63.8% | $134,172-56.5% | $137,256-57.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 16.04% | 28.72%-12.7pp | 25.30%-9.3pp | 220.34%-204.3pp |
| Employer contribution / active EE | $3,898 | $4,099-4.9% | $3,420+14.0% | $4,156-6.2% |
| Participant deferral / active EE | $7,145 | $5,552+28.7% | $4,690+52.3% | $6,407+11.5% |
| Admin fee / account holder | $8,515 | $15,028-43.3% | $12,016-29.1% | $12,270-30.6% |