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 | $58,307 | $81,446-28.4% | $103,374-43.6% | $80,874-27.9% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 15.48% | 25.57%-10.1pp | 24.89%-9.4pp | 35.62%-20.1pp |
| Employer contribution / active EE | $3,295 | $3,107+6.0% | $3,869-14.9% | $2,756+19.6% |
| Participant deferral / active EE | $5,698 | $3,870+47.2% | $5,058+12.7% | $4,297+32.6% |
| Admin fee / account holder | $1,418 | $6,715-78.9% | $8,394-83.1% | $6,935-79.6% |