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 | $56,300 | $70,428-20.1% | $96,562-41.7% | $85,850-34.4% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 16.13% | 18.59%-2.5pp | 37.78%-21.7pp | 318.53%-302.4pp |
| Employer contribution / active EE | $3,099 | $1,413+119.3% | $2,356+31.5% | $2,565+20.8% |
| Participant deferral / active EE | $7,285 | $2,894+151.8% | $3,849+89.3% | $3,952+84.4% |
| Admin fee / account holder | $5,373 | $4,997+7.5% | $6,181-13.1% | $6,260-14.2% |