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 | $52,558 | $100,004-47.4% | $81,438-35.5% | $145,959-64.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 15.96% | 34.34%-18.4pp | 24.74%-8.8pp | 561.95%-546.0pp |
| Employer contribution / active EE | $2,611 | $2,970-12.1% | $2,460+6.1% | $4,661-44.0% |
| Participant deferral / active EE | $6,245 | $4,603+35.7% | $3,883+60.8% | $6,689-6.6% |
| Admin fee / account holder | $2,106 | $8,202-74.3% | $5,764-63.5% | $13,398-84.3% |