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 | $63,203 | $99,877-36.7% | $84,966-25.6% | $145,922-56.7% |
| Participation rate | 83.3% | 74.1%+9.2pp | 67.5%+15.8pp | 80.3%+3.1pp |
| Annual return | 12.63% | 83.76%-71.1pp | 66.38%-53.7pp | 561.29%-548.7pp |
| Employer contribution / active EE | $6,309 | $3,231+95.2% | $2,727+131.3% | $4,660+35.4% |
| Participant deferral / active EE | $6,838 | $5,291+29.2% | $4,519+51.3% | $6,688+2.2% |
| Admin fee / account holder | $798 | $7,248-89.0% | $6,149-87.0% | $13,397-94.0% |