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 | $89,104 | $124,425-28.4% | $112,040-20.5% | $137,256-35.1% |
| Participation rate | 94.1% | 79.3%+14.8pp | 76.5%+17.6pp | 80.0%+14.2pp |
| Annual return | 13.50% | 24.72%-11.2pp | 24.52%-11.0pp | 220.34%-206.8pp |
| Employer contribution / active EE | $7,189 | $3,411+110.7% | $2,954+143.4% | $4,156+73.0% |
| Participant deferral / active EE | $10,244 | $5,718+79.1% | $5,098+101.0% | $6,407+59.9% |
| Admin fee / account holder | $3,107 | $15,207-79.6% | $12,098-74.3% | $12,270-74.7% |