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 | $81,496 | $124,425-34.5% | $112,040-27.3% | $137,256-40.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 18.33% | 24.72%-6.4pp | 24.52%-6.2pp | 220.34%-202.0pp |
| Employer contribution / active EE | $6,883 | $3,411+101.8% | $2,954+133.0% | $4,156+65.6% |
| Participant deferral / active EE | $10,732 | $5,718+87.7% | $5,098+110.5% | $6,407+67.5% |
| Admin fee / account holder | $8,514 | $15,207-44.0% | $12,098-29.6% | $12,270-30.6% |