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 | $54,391 | $78,422-30.6% | $95,952-43.3% | $79,858-31.9% |
| Participation rate | 88.0% | 73.5%+14.5pp | 77.1%+10.9pp | 69.6%+18.4pp |
| Annual return | 18.55% | 19.37%-0.8pp | 91.61%-73.1pp | 31.71%-13.2pp |
| Employer contribution / active EE | $2,386 | $1,945+22.6% | $2,541-6.1% | $2,471-3.5% |
| Participant deferral / active EE | $4,172 | $3,440+21.3% | $4,167+0.1% | $3,740+11.6% |
| Admin fee / account holder | $755 | $5,622-86.6% | $6,795-88.9% | $5,306-85.8% |