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 | $47,873 | $45,035+6.3% | $62,995-24.0% | $70,131-31.7% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 12.27% | 18.76%-6.5pp | 87.57%-75.3pp | 73.14%-60.9pp |
| Employer contribution / active EE | $2,071 | $2,051+1.0% | $2,759-24.9% | $2,342-11.6% |
| Participant deferral / active EE | $824 | $2,465-66.6% | $3,329-75.2% | $3,332-75.3% |
| Admin fee / account holder | $610 | $2,834-78.5% | $3,600-83.1% | $4,645-86.9% |