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 | $46,784 | $138,347-66.2% | $184,203-74.6% | $80,856-42.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 16.36% | 20.02%-3.7pp | 28.81%-12.5pp | 35.59%-19.2pp |
| Employer contribution / active EE | $6,218 | $4,850+28.2% | $6,427-3.3% | $2,755+125.7% |
| Participant deferral / active EE | $13,897 | $7,071+96.5% | $9,131+52.2% | $4,296+223.5% |
| Admin fee / account holder | $7,848 | $10,483-25.1% | $13,901-43.5% | $6,918+13.4% |