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 | $44,345 | $124,425-64.4% | $112,040-60.4% | $137,256-67.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 18.00% | 24.72%-6.7pp | 24.52%-6.5pp | 220.34%-202.3pp |
| Employer contribution / active EE | $3,421 | $3,411+0.3% | $2,954+15.8% | $4,156-17.7% |
| Participant deferral / active EE | $8,247 | $5,718+44.2% | $5,098+61.8% | $6,407+28.7% |
| Admin fee / account holder | $371 | $15,207-97.6% | $12,098-96.9% | $12,270-97.0% |