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 | $51,132 | $76,367-33.0% | $93,606-45.4% | $72,985-29.9% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 20.55% | 25.82%-5.3pp | 32.76%-12.2pp | 81.00%-60.5pp |
| Employer contribution / active EE | $1,194 | $2,275-47.5% | $2,718-56.1% | $2,440-51.1% |
| Participant deferral / active EE | $2,359 | $3,538-33.3% | $4,069-42.0% | $3,607-34.6% |
| Admin fee / account holder | $8,031 | $6,838+17.4% | $7,888+1.8% | $5,124+56.7% |