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 | $57,514 | $73,933-22.2% | $96,683-40.5% | $75,163-23.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 19.81% | 26.70%-6.9pp | 35.69%-15.9pp | 160.62%-140.8pp |
| Employer contribution / active EE | $2,717 | $2,928-7.2% | $3,737-27.3% | $2,670+1.8% |
| Participant deferral / active EE | $5,062 | $3,659+38.4% | $4,878+3.8% | $4,125+22.7% |
| Admin fee / account holder | $2,761 | $5,216-47.1% | $6,730-59.0% | $5,651-51.1% |