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 | $20,626 | $62,573-67.0% | $85,682-75.9% | $85,850-76.0% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.9%+30.1pp | 69.3%+30.7pp |
| Annual return | 11.06% | 23.77%-12.7pp | 21.49%-10.4pp | 318.53%-307.5pp |
| Employer contribution / active EE | $3,596 | $1,757+104.7% | $2,618+37.3% | $2,565+40.2% |
| Participant deferral / active EE | $1,918 | $2,802-31.6% | $3,923-51.1% | $3,952-51.5% |
| Admin fee / account holder | $1,627 | $4,640-64.9% | $6,873-76.3% | $6,260-74.0% |