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 | $63,545 | $77,899-18.4% | $149,673-57.5% | $75,163-15.5% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 15.05% | 31.72%-16.7pp | 134.42%-119.4pp | 160.62%-145.6pp |
| Employer contribution / active EE | $4,422 | $3,137+41.0% | $4,818-8.2% | $2,670+65.6% |
| Participant deferral / active EE | $4,830 | $3,411+41.6% | $5,680-15.0% | $4,125+17.1% |
| Admin fee / account holder | $4,294 | $5,956-27.9% | $13,210-67.5% | $5,651-24.0% |