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 | $35,466 | $69,518-49.0% | $59,878-40.8% | $135,375-73.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 12.46% | 7.94%+4.5pp | 3.46%+9.0pp | 519.73%-507.3pp |
| Employer contribution / active EE | $13,155 | $3,235+306.7% | $2,722+383.3% | $4,779+175.3% |
| Participant deferral / active EE | $4,725 | $4,206+12.3% | $3,402+38.9% | $5,609-15.8% |
| Admin fee / account holder | $5,118 | $5,734-10.8% | $3,590+42.5% | $10,827-52.7% |