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 | $52,189 | $110,257-52.7% | $96,544-45.9% | $139,434-62.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 13.81% | 26.32%-12.5pp | 25.84%-12.0pp | 372.94%-359.1pp |
| Employer contribution / active EE | $2,646 | $3,620-26.9% | $2,965-10.8% | $4,751-44.3% |
| Participant deferral / active EE | $22,795 | $5,548+310.9% | $4,851+369.9% | $6,710+239.7% |
| Admin fee / account holder | $8,731 | $11,591-24.7% | $8,252+5.8% | $11,403-23.4% |