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 | $56,457 | $107,452-47.5% | $91,541-38.3% | $142,382-60.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 16.95% | 22.06%-5.1pp | 20.50%-3.5pp | 217.08%-200.1pp |
| Employer contribution / active EE | $2,313 | $2,994-22.7% | $2,505-7.6% | $4,299-46.2% |
| Participant deferral / active EE | $4,797 | $4,754+0.9% | $4,008+19.7% | $6,507-26.3% |
| Admin fee / account holder | $6,674 | $8,834-24.4% | $6,956-4.1% | $12,624-47.1% |