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 | $47,697 | $81,248-41.3% | $155,509-69.3% | $80,856-41.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 26.94% | 33.31%-6.4pp | 64.67%-37.7pp | 35.59%-8.7pp |
| Employer contribution / active EE | $3,806 | $3,100+22.8% | $4,672-18.5% | $2,755+38.2% |
| Participant deferral / active EE | $1,698 | $3,452-50.8% | $5,626-69.8% | $4,296-60.5% |
| Admin fee / account holder | $338 | $7,997-95.8% | $15,912-97.9% | $6,918-95.1% |