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 | $55,365 | $117,983-53.1% | $101,794-45.6% | $142,382-61.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 15.77% | 36.92%-21.2pp | 30.53%-14.8pp | 217.08%-201.3pp |
| Employer contribution / active EE | $3,291 | $2,773+18.7% | $2,289+43.8% | $4,299-23.4% |
| Participant deferral / active EE | $4,833 | $4,714+2.5% | $4,084+18.3% | $6,507-25.7% |
| Admin fee / account holder | $4,308 | $10,433-58.7% | $8,777-50.9% | $12,624-65.9% |