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 | $52,236 | $149,734-65.1% | $118,925-56.1% | $158,922-67.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 8.89% | 19.95%-11.1pp | 35.88%-27.0pp | 302.83%-293.9pp |
| Employer contribution / active EE | $2,645 | $4,115-35.7% | $3,263-18.9% | $4,761-44.4% |
| Participant deferral / active EE | $5,320 | $5,223+1.9% | $4,265+24.7% | $5,982-11.1% |
| Admin fee / account holder | $1,054 | $8,603-87.7% | $6,581-84.0% | $11,246-90.6% |