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 8-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 | $53,112 | $81,446-34.8% | $103,374-48.6% | $80,874-34.3% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 16.59% | 25.57%-9.0pp | 24.89%-8.3pp | 35.62%-19.0pp |
| Employer contribution / active EE | $2,645 | $3,107-14.9% | $3,869-31.6% | $2,756-4.0% |
| Participant deferral / active EE | $4,443 | $3,870+14.8% | $5,058-12.2% | $4,297+3.4% |
| Admin fee / account holder | $1,221 | $6,715-81.8% | $8,394-85.5% | $6,935-82.4% |