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 | $57,911 | $132,049-56.1% | $200,582-71.1% | $74,304-22.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.9%+13.1pp | 60.3%+39.7pp |
| Annual return | 17.45% | 22.22%-4.8pp | 42.33%-24.9pp | 29.43%-12.0pp |
| Employer contribution / active EE | $2,556 | $4,558-43.9% | $6,419-60.2% | $2,241+14.0% |
| Participant deferral / active EE | $10,478 | $7,213+45.3% | $9,331+12.3% | $3,767+178.1% |
| Admin fee / account holder | $7,499 | $2,405+211.8% | $16,305-54.0% | $2,969+152.6% |