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 | $99,918-47.4% | $81,382-35.4% | $145,922-64.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 15.96% | 34.32%-18.4pp | 24.73%-8.8pp | 561.29%-545.3pp |
| Employer contribution / active EE | $2,611 | $2,978-12.3% | $2,463+6.0% | $4,660-44.0% |
| Participant deferral / active EE | $6,245 | $4,605+35.6% | $3,883+60.8% | $6,688-6.6% |
| Admin fee / account holder | $2,106 | $8,212-74.4% | $5,768-63.5% | $13,397-84.3% |