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 | $51,080 | $54,705-6.6% | $71,209-28.3% | $84,808-39.8% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 21.83% | 35.90%-14.1pp | 282.51%-260.7pp | 40.90%-19.1pp |
| Employer contribution / active EE | $5,216 | $2,158+141.7% | $2,721+91.7% | $2,631+98.3% |
| Participant deferral / active EE | $12,402 | $3,030+309.3% | $4,175+197.0% | $4,212+194.5% |
| Admin fee / account holder | $4,560 | $4,863-6.2% | $5,349-14.8% | $7,344-37.9% |