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 8-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 | $56,433 | $81,460-30.7% | $103,333-45.4% | $80,856-30.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 17.11% | 25.55%-8.4pp | 24.88%-7.8pp | 35.59%-18.5pp |
| Employer contribution / active EE | $5,268 | $3,105+69.7% | $3,868+36.2% | $2,755+91.2% |
| Participant deferral / active EE | $6,550 | $3,869+69.3% | $5,057+29.5% | $4,296+52.5% |
| Admin fee / account holder | $2,244 | $6,566-65.8% | $8,355-73.1% | $6,918-67.6% |