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 | $56,315 | $91,552-38.5% | $133,956-58.0% | $79,858-29.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 13.28% | 61.85%-48.6pp | 45.09%-31.8pp | 31.71%-18.4pp |
| Employer contribution / active EE | $1,353 | $2,384-43.2% | $3,919-65.5% | $2,471-45.2% |
| Participant deferral / active EE | $3,462 | $3,733-7.3% | $5,048-31.4% | $3,740-7.4% |
| Admin fee / account holder | $4,609 | $6,321-27.1% | $8,927-48.4% | $5,306-13.1% |