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 6-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 | $65,155 | $201,272-67.6% | $184,203-64.6% | $145,922-55.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.85% | 29.00%-11.1pp | 28.81%-11.0pp | 561.29%-543.4pp |
| Employer contribution / active EE | $3,799 | $7,022-45.9% | $6,427-40.9% | $4,660-18.5% |
| Participant deferral / active EE | $11,600 | $9,806+18.3% | $9,131+27.0% | $6,688+73.5% |
| Admin fee / account holder | $3,752 | $16,364-77.1% | $13,901-73.0% | $13,397-72.0% |