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 8-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 | $36,288 | $81,460-55.5% | $103,333-64.9% | $80,856-55.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 13.86% | 25.55%-11.7pp | 24.88%-11.0pp | 35.59%-21.7pp |
| Employer contribution / active EE | $3,928 | $3,105+26.5% | $3,868+1.6% | $2,755+42.6% |
| Participant deferral / active EE | $9,468 | $3,869+144.7% | $5,057+87.2% | $4,296+120.4% |
| Admin fee / account holder | $2,866 | $6,566-56.4% | $8,355-65.7% | $6,918-58.6% |