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 | $103,141 | $127,065-18.8% | $113,168-8.9% | $142,382-27.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 20.24% | 24.03%-3.8pp | 24.27%-4.0pp | 217.08%-196.8pp |
| Employer contribution / active EE | $4,383 | $3,442+27.3% | $2,975+47.3% | $4,299+1.9% |
| Participant deferral / active EE | $12,467 | $5,716+118.1% | $5,107+144.1% | $6,507+91.6% |
| Admin fee / account holder | $3,505 | $15,736-77.7% | $12,068-71.0% | $12,624-72.2% |