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 | $52,232 | $106,515-51.0% | $96,683-46.0% | $139,434-62.5% |
| Participation rate | 90.0% | 77.8%+12.2pp | 74.3%+15.7pp | 80.3%+9.7pp |
| Annual return | 20.39% | 38.43%-18.0pp | 35.69%-15.3pp | 372.94%-352.6pp |
| Employer contribution / active EE | $4,715 | $4,103+14.9% | $3,737+26.2% | $4,751-0.7% |
| Participant deferral / active EE | $10,524 | $5,454+93.0% | $4,878+115.7% | $6,710+56.8% |
| Admin fee / account holder | $825 | $7,877-89.5% | $6,730-87.7% | $11,403-92.8% |