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 | $25,201 | $70,428-64.2% | $96,562-73.9% | $85,850-70.6% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 27.55% | 18.59%+9.0pp | 37.78%-10.2pp | 318.53%-291.0pp |
| Employer contribution / active EE | $2,654 | $1,413+87.8% | $2,356+12.6% | $2,565+3.5% |
| Participant deferral / active EE | $6,249 | $2,894+116.0% | $3,849+62.4% | $3,952+58.1% |
| Admin fee / account holder | $1,334 | $4,997-73.3% | $6,181-78.4% | $6,260-78.7% |