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 6-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 | $45,524 | $102,245-55.5% | $89,340-49.0% | $137,256-66.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 21.44% | 21.89%-0.5pp | 20.57%+0.9pp | 220.34%-198.9pp |
| Employer contribution / active EE | $3,180 | $2,529+25.7% | $2,231+42.5% | $4,156-23.5% |
| Participant deferral / active EE | $9,482 | $4,436+113.7% | $3,823+148.0% | $6,407+48.0% |
| Admin fee / account holder | $797 | $8,085-90.1% | $6,704-88.1% | $12,270-93.5% |