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 | $60,558 | $117,841-48.6% | $102,423-40.9% | $145,922-58.5% |
| Participation rate | 89.5% | 78.6%+10.9pp | 76.5%+13.0pp | 80.3%+9.2pp |
| Annual return | 11.05% | 31.65%-20.6pp | 29.32%-18.3pp | 561.29%-550.2pp |
| Employer contribution / active EE | $3,197 | $3,615-11.6% | $3,023+5.7% | $4,660-31.4% |
| Participant deferral / active EE | $5,747 | $5,731+0.3% | $5,053+13.7% | $6,688-14.1% |
| Admin fee / account holder | $2,443 | $13,326-81.7% | $9,451-74.2% | $13,397-81.8% |