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 | $57,574 | $46,553+23.7% | $64,056-10.1% | $75,163-23.4% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 15.31% | 26.03%-10.7pp | 33.69%-18.4pp | 160.62%-145.3pp |
| Employer contribution / active EE | $2,735 | $1,974+38.5% | $2,747-0.4% | $2,670+2.4% |
| Participant deferral / active EE | $1,094 | $2,837-61.4% | $3,880-71.8% | $4,125-73.5% |
| Admin fee / account holder | $620 | $2,952-79.0% | $3,068-79.8% | $5,651-89.0% |