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 | $53,827 | $72,492-25.7% | $87,100-38.2% | $72,985-26.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 23.83% | 24.46%-0.6pp | 28.19%-4.4pp | 81.00%-57.2pp |
| Employer contribution / active EE | $2,433 | $1,894+28.5% | $2,521-3.5% | $2,440-0.3% |
| Participant deferral / active EE | $5,869 | $3,270+79.5% | $4,049+45.0% | $3,607+62.7% |
| Admin fee / account holder | $3,674 | $5,055-27.3% | $7,497-51.0% | $5,124-28.3% |