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 | $75,471 | $153,772-50.9% | $133,980-43.7% | $273,961-72.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 12.69% | 36.51%-23.8pp | 29.30%-16.6pp | 41.45%-28.8pp |
| Employer contribution / active EE | $3,958 | $6,029-34.4% | $5,211-24.1% | $4,869-18.7% |
| Participant deferral / active EE | $6,144 | $6,958-11.7% | $6,282-2.2% | $5,287+16.2% |
| Admin fee / account holder | $2,980 | $11,765-74.7% | $9,324-68.0% | $10,132-70.6% |