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 9-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 | $71,162 | $104,251-31.7% | $91,001-21.8% | $147,584-51.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 11.85% | 27.06%-15.2pp | 4.60%+7.2pp | 578.55%-566.7pp |
| Employer contribution / active EE | $2,976 | $3,116-4.5% | $2,456+21.2% | $4,876-39.0% |
| Participant deferral / active EE | $7,932 | $4,195+89.1% | $3,547+123.6% | $5,439+45.8% |
| Admin fee / account holder | $1,499 | $8,948-83.2% | $5,417-72.3% | $10,885-86.2% |