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 | $124,425-52.6% | $112,040-47.4% | $137,256-57.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 20.59% | 24.72%-4.1pp | 24.52%-3.9pp | 220.34%-199.8pp |
| Employer contribution / active EE | $1,850 | $3,411-45.8% | $2,954-37.4% | $4,156-55.5% |
| Participant deferral / active EE | $6,680 | $5,718+16.8% | $5,098+31.0% | $6,407+4.3% |
| Admin fee / account holder | $1,554 | $15,207-89.8% | $12,098-87.2% | $12,270-87.3% |