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 | $83,492 | $176,812-52.8% | $146,665-43.1% | $167,490-50.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 13.95% | 24.03%-10.1pp | 22.74%-8.8pp | 478.56%-464.6pp |
| Employer contribution / active EE | $2,950 | $5,160-42.8% | $4,136-28.7% | $4,837-39.0% |
| Participant deferral / active EE | $8,651 | $6,440+34.3% | $5,506+57.1% | $6,341+36.4% |
| Admin fee / account holder | $20,197 | $13,259+52.3% | $10,280+96.5% | $12,309+64.1% |