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 | $37,144 | $109,881-66.2% | $150,045-75.2% | $84,808-56.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 14.97% | 28.25%-13.3pp | 62.55%-47.6pp | 40.90%-25.9pp |
| Employer contribution / active EE | $1,275 | $3,561-64.2% | $4,693-72.8% | $2,631-51.5% |
| Participant deferral / active EE | $4,677 | $6,636-29.5% | $7,997-41.5% | $4,212+11.0% |
| Admin fee / account holder | $5,253 | $8,568-38.7% | $13,435-60.9% | $7,344-28.5% |