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 | $64,008 | $86,929-26.4% | $102,423-37.5% | $80,856-20.8% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 10.53% | 18.88%-8.4pp | 29.32%-18.8pp | 35.59%-25.1pp |
| Employer contribution / active EE | $7,596 | $2,369+220.6% | $3,023+151.2% | $2,755+175.7% |
| Participant deferral / active EE | $5,111 | $4,118+24.1% | $5,053+1.1% | $4,296+19.0% |
| Admin fee / account holder | $1,150 | $8,049-85.7% | $9,451-87.8% | $6,918-83.4% |