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 | $58,984 | $127,065-53.6% | $113,168-47.9% | $142,382-58.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 20.59% | 24.03%-3.4pp | 24.27%-3.7pp | 217.08%-196.5pp |
| Employer contribution / active EE | $1,850 | $3,442-46.3% | $2,975-37.8% | $4,299-57.0% |
| Participant deferral / active EE | $6,680 | $5,716+16.9% | $5,107+30.8% | $6,507+2.7% |
| Admin fee / account holder | $1,554 | $15,736-90.1% | $12,068-87.1% | $12,624-87.7% |