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 | $62,840 | $146,267-57.0% | $197,124-68.1% | $82,448-23.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 18.36% | 29.61%-11.3pp | 44.34%-26.0pp | 41.64%-23.3pp |
| Employer contribution / active EE | $4,163 | $4,723-11.9% | $6,227-33.2% | $2,551+63.2% |
| Participant deferral / active EE | $5,288 | $7,035-24.8% | $9,135-42.1% | $4,139+27.8% |
| Admin fee / account holder | $1,606 | $14,422-88.9% | $16,298-90.1% | $7,234-77.8% |