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 | $52,281 | $197,591-73.5% | $177,821-70.6% | $158,922-67.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 16.53% | 58.76%-42.2pp | 48.32%-31.8pp | 302.83%-286.3pp |
| Employer contribution / active EE | $4,986 | $6,697-25.6% | $5,918-15.7% | $4,761+4.7% |
| Participant deferral / active EE | $7,775 | $8,405-7.5% | $7,714+0.8% | $5,982+30.0% |
| Admin fee / account holder | $8,465 | $15,399-45.0% | $12,427-31.9% | $11,246-24.7% |