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 | $55,541 | $127,065-56.3% | $113,168-50.9% | $142,382-61.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 17.90% | 24.03%-6.1pp | 24.27%-6.4pp | 217.08%-199.2pp |
| Employer contribution / active EE | $3,030 | $3,442-12.0% | $2,975+1.8% | $4,299-29.5% |
| Participant deferral / active EE | $5,302 | $5,716-7.2% | $5,107+3.8% | $6,507-18.5% |
| Admin fee / account holder | $9,096 | $15,736-42.2% | $12,068-24.6% | $12,624-27.9% |