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 8-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 | $13,947 | $39,122-64.3% | $57,179-75.6% | $62,891-77.8% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 12.56% | 9.23%+3.3pp | 14.59%-2.0pp | 20.14%-7.6pp |
| Employer contribution / active EE | $2,160 | $1,874+15.3% | $2,682-19.5% | $2,281-5.3% |
| Participant deferral / active EE | $3,333 | $2,374+40.4% | $3,096+7.7% | $3,203+4.1% |
| Admin fee / account holder | $2,645 | $2,592+2.0% | $3,139-15.7% | $4,296-38.4% |