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 | $92,708 | $133,922-30.8% | $116,228-20.2% | $142,382-34.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 14.24% | 147.76%-133.5pp | 90.06%-75.8pp | 217.08%-202.8pp |
| Employer contribution / active EE | $2,254 | $3,446-34.6% | $2,994-24.7% | $4,299-47.6% |
| Participant deferral / active EE | $5,200 | $5,672-8.3% | $4,953+5.0% | $6,507-20.1% |
| Admin fee / account holder | $59,529 | $14,945+298.3% | $11,989+396.5% | $12,624+371.6% |