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 | $25,128 | $43,723-42.5% | $121,196-79.3% | $64,186-60.9% |
| Participation rate | 100.0% | 58.3%+41.7pp | 71.7%+28.3pp | 69.6%+30.4pp |
| Annual return | 11.42% | 68.91%-57.5pp | 16.93%-5.5pp | 7.63%+3.8pp |
| Employer contribution / active EE | $1,473 | $1,296+13.7% | $4,022-63.4% | $2,381-38.1% |
| Participant deferral / active EE | $1,985 | $2,280-12.9% | $3,344-40.6% | $3,470-42.8% |
| Admin fee / account holder | $1,930 | $3,501-44.9% | $5,019-61.5% | $4,888-60.5% |