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 | $55,650 | $109,413-49.1% | $156,263-64.4% | $84,808-34.4% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 21.22% | 20.18%+1.0pp | 59.47%-38.3pp | 40.90%-19.7pp |
| Employer contribution / active EE | $2,430 | $2,907-16.4% | $4,333-43.9% | $2,631-7.6% |
| Participant deferral / active EE | $4,725 | $4,590+3.0% | $6,158-23.3% | $4,212+12.2% |
| Admin fee / account holder | $3,621 | $9,357-61.3% | $14,255-74.6% | $7,344-50.7% |