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 | $130,825 | $201,272-35.0% | $184,203-29.0% | $145,922-10.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.75% | 29.00%-11.3pp | 28.81%-11.1pp | 561.29%-543.5pp |
| Employer contribution / active EE | $7,692 | $7,022+9.5% | $6,427+19.7% | $4,660+65.1% |
| Participant deferral / active EE | $20,605 | $9,806+110.1% | $9,131+125.7% | $6,688+208.1% |
| Admin fee / account holder | $7,619 | $16,364-53.4% | $13,901-45.2% | $13,397-43.1% |