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 | $78,131 | $81,446-4.1% | $103,374-24.4% | $80,874-3.4% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 12.16% | 25.57%-13.4pp | 24.89%-12.7pp | 35.62%-23.5pp |
| Employer contribution / active EE | $2,649 | $3,107-14.8% | $3,869-31.5% | $2,756-3.9% |
| Participant deferral / active EE | $6,490 | $3,870+67.7% | $5,058+28.3% | $4,297+51.0% |
| Admin fee / account holder | $2,474 | $6,715-63.2% | $8,394-70.5% | $6,935-64.3% |