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 | $86,667 | $127,065-31.8% | $113,168-23.4% | $142,382-39.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 18.91% | 24.03%-5.1pp | 24.27%-5.4pp | 217.08%-198.2pp |
| Employer contribution / active EE | $4,352 | $3,442+26.4% | $2,975+46.3% | $4,299+1.2% |
| Participant deferral / active EE | $15,585 | $5,716+172.6% | $5,107+205.2% | $6,507+139.5% |
| Admin fee / account holder | $12,359 | $15,736-21.5% | $12,068+2.4% | $12,624-2.1% |