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 | $55,526 | $172,111-67.7% | $150,298-63.1% | $137,256-59.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 20.12% | 69.37%-49.2pp | 62.79%-42.7pp | 220.34%-200.2pp |
| Employer contribution / active EE | $2,505 | $4,636-46.0% | $4,154-39.7% | $4,156-39.7% |
| Participant deferral / active EE | $9,280 | $6,166+50.5% | $5,453+70.2% | $6,407+44.9% |
| Admin fee / account holder | $15,260 | $16,471-7.4% | $14,116+8.1% | $12,270+24.4% |