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 | $60,083 | $87,166-31.1% | $76,735-21.7% | $137,256-56.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 17.02% | 26.50%-9.5pp | 29.77%-12.7pp | 220.34%-203.3pp |
| Employer contribution / active EE | $2,307 | $2,904-20.6% | $2,454-6.0% | $4,156-44.5% |
| Participant deferral / active EE | $12,052 | $4,726+155.0% | $4,088+194.8% | $6,407+88.1% |
| Admin fee / account holder | $1,908 | $8,403-77.3% | $7,189-73.5% | $12,270-84.4% |