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 8-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 | $25,263 | $69,518-63.7% | $59,878-57.8% | $135,375-81.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 3.01% | 7.94%-4.9pp | 3.46%-0.5pp | 519.73%-516.7pp |
| Employer contribution / active EE | $5,795 | $3,235+79.2% | $2,722+112.9% | $4,779+21.3% |
| Participant deferral / active EE | $3,752 | $4,206-10.8% | $3,402+10.3% | $5,609-33.1% |
| Admin fee / account holder | $3,564 | $5,734-37.9% | $3,590-0.7% | $10,827-67.1% |