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 | $46,225 | $45,073+2.6% | $69,455-33.4% | $72,985-36.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 34.52% | 22.65%+11.9pp | 28.97%+5.6pp | 81.00%-46.5pp |
| Employer contribution / active EE | $6,307 | $2,054+207.1% | $2,779+127.0% | $2,440+158.5% |
| Participant deferral / active EE | $5,479 | $2,602+110.6% | $3,535+55.0% | $3,607+51.9% |
| Admin fee / account holder | $2,355 | $3,056-22.9% | $3,839-38.7% | $5,124-54.0% |