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 | $53,582 | $118,450-54.8% | $98,439-45.6% | $139,434-61.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 19.03% | 18.94%+0.1pp | 21.16%-2.1pp | 372.94%-353.9pp |
| Employer contribution / active EE | $5,352 | $3,609+48.3% | $3,048+75.6% | $4,751+12.6% |
| Participant deferral / active EE | $7,798 | $5,392+44.6% | $4,738+64.6% | $6,710+16.2% |
| Admin fee / account holder | $5,610 | $14,026-60.0% | $8,948-37.3% | $11,403-50.8% |