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 | $51,341 | $90,503-43.3% | $78,689-34.8% | $273,961-81.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.28% | 75.60%-69.3pp | 62.18%-55.9pp | 41.45%-35.2pp |
| Employer contribution / active EE | $4,035 | $3,176+27.1% | $2,851+41.6% | $4,869-17.1% |
| Participant deferral / active EE | $7,449 | $3,901+90.9% | $3,517+111.8% | $5,287+40.9% |
| Admin fee / account holder | $411 | $5,263-92.2% | $4,510-90.9% | $10,132-95.9% |