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 | $75,657 | $100,970-25.1% | $96,576-21.7% | $137,256-44.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 12.69% | 38.16%-25.5pp | 38.47%-25.8pp | 220.34%-207.6pp |
| Employer contribution / active EE | $6,818 | $3,809+79.0% | $3,553+91.9% | $4,156+64.0% |
| Participant deferral / active EE | $14,435 | $8,286+74.2% | $7,956+81.4% | $6,407+125.3% |
| Admin fee / account holder | $3,155 | $11,312-72.1% | $11,381-72.3% | $12,270-74.3% |