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 | $93,589 | $124,425-24.8% | $112,040-16.5% | $137,256-31.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 18.56% | 24.72%-6.2pp | 24.52%-6.0pp | 220.34%-201.8pp |
| Employer contribution / active EE | $2,299 | $3,411-32.6% | $2,954-22.2% | $4,156-44.7% |
| Participant deferral / active EE | $10,250 | $5,718+79.2% | $5,098+101.1% | $6,407+60.0% |
| Admin fee / account holder | $1,199 | $15,207-92.1% | $12,098-90.1% | $12,270-90.2% |