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 | $61,339 | $106,515-42.4% | $96,683-36.6% | $139,434-56.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 23.90% | 38.43%-14.5pp | 35.69%-11.8pp | 372.94%-349.0pp |
| Employer contribution / active EE | $1,981 | $4,103-51.7% | $3,737-47.0% | $4,751-58.3% |
| Participant deferral / active EE | $3,495 | $5,454-35.9% | $4,878-28.4% | $6,710-47.9% |
| Admin fee / account holder | $12,966 | $7,877+64.6% | $6,730+92.7% | $11,403+13.7% |