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 | $46,798 | $76,670-39.0% | $96,683-51.6% | $71,457-34.5% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | 17.96% | 48.29%-30.3pp | 35.69%-17.7pp | 28.85%-10.9pp |
| Employer contribution / active EE | $2,480 | $3,031-18.2% | $3,737-33.6% | $2,588-4.1% |
| Participant deferral / active EE | $5,108 | $3,771+35.4% | $4,878+4.7% | $4,289+19.1% |
| Admin fee / account holder | $5,491 | $2,028+170.7% | $6,730-18.4% | $1,587+245.9% |