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 | $78,148 | $127,065-38.5% | $113,168-30.9% | $142,382-45.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 17.51% | 24.03%-6.5pp | 24.27%-6.8pp | 217.08%-199.6pp |
| Employer contribution / active EE | $3,992 | $3,442+16.0% | $2,975+34.2% | $4,299-7.1% |
| Participant deferral / active EE | $9,804 | $5,716+71.5% | $5,107+92.0% | $6,507+50.7% |
| Admin fee / account holder | $2,751 | $15,736-82.5% | $12,068-77.2% | $12,624-78.2% |