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 5-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 | $63,770 | $127,065-49.8% | $113,168-43.7% | $142,382-55.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 18.79% | 24.03%-5.2pp | 24.27%-5.5pp | 217.08%-198.3pp |
| Employer contribution / active EE | $2,996 | $3,442-13.0% | $2,975+0.7% | $4,299-30.3% |
| Participant deferral / active EE | $8,872 | $5,716+55.2% | $5,107+73.7% | $6,507+36.3% |
| Admin fee / account holder | $1,194 | $15,736-92.4% | $12,068-90.1% | $12,624-90.5% |