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 | $63,153 | $100,970-37.5% | $96,576-34.6% | $137,256-54.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 19.18% | 38.16%-19.0pp | 38.47%-19.3pp | 220.34%-201.2pp |
| Employer contribution / active EE | $5,409 | $3,809+42.0% | $3,553+52.2% | $4,156+30.2% |
| Participant deferral / active EE | $10,833 | $8,286+30.7% | $7,956+36.1% | $6,407+69.1% |
| Admin fee / account holder | $8,198 | $11,312-27.5% | $11,381-28.0% | $12,270-33.2% |