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 | $52,009 | $71,050-26.8% | $93,606-44.4% | $80,856-35.7% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 14.57% | 11.26%+3.3pp | 133.20%-118.6pp | 35.59%-21.0pp |
| Employer contribution / active EE | $2,736 | $1,564+75.0% | $2,420+13.1% | $2,755-0.7% |
| Participant deferral / active EE | $3,881 | $4,034-3.8% | $4,411-12.0% | $4,296-9.6% |
| Admin fee / account holder | $1,445 | $6,945-79.2% | $8,285-82.6% | $6,918-79.1% |