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 | $49,586 | $77,899-36.3% | $149,673-66.9% | $75,163-34.0% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 35.72% | 31.72%+4.0pp | 134.42%-98.7pp | 160.62%-124.9pp |
| Employer contribution / active EE | $3,856 | $3,137+22.9% | $4,818-20.0% | $2,670+44.4% |
| Participant deferral / active EE | $7,568 | $3,411+121.9% | $5,680+33.2% | $4,125+83.5% |
| Admin fee / account holder | $1,640 | $5,956-72.5% | $13,210-87.6% | $5,651-71.0% |