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 | $49,596 | $53,127-6.6% | $86,590-42.7% | $70,131-29.3% |
| Participation rate | 96.8% | 65.3%+31.5pp | 73.5%+23.2pp | 69.5%+27.2pp |
| Annual return | 14.03% | 27.66%-13.6pp | 964.84%-950.8pp | 73.14%-59.1pp |
| Employer contribution / active EE | $3,622 | $2,068+75.1% | $2,839+27.6% | $2,342+54.6% |
| Participant deferral / active EE | $2,497 | $2,696-7.4% | $3,609-30.8% | $3,332-25.1% |
| Admin fee / account holder | $1,072 | $3,585-70.1% | $4,906-78.2% | $4,645-76.9% |