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 6-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 | $59,436 | $107,452-44.7% | $91,541-35.1% | $142,382-58.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 15.55% | 22.06%-6.5pp | 20.50%-4.9pp | 217.08%-201.5pp |
| Employer contribution / active EE | $1,584 | $2,994-47.1% | $2,505-36.8% | $4,299-63.2% |
| Participant deferral / active EE | $2,052 | $4,754-56.8% | $4,008-48.8% | $6,507-68.5% |
| Admin fee / account holder | $2,592 | $8,834-70.7% | $6,956-62.7% | $12,624-79.5% |