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 6-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 | $25,717 | $109,881-76.6% | $150,045-82.9% | $84,808-69.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 14.55% | 28.25%-13.7pp | 62.55%-48.0pp | 40.90%-26.3pp |
| Employer contribution / active EE | $2,579 | $3,561-27.6% | $4,693-45.0% | $2,631-2.0% |
| Participant deferral / active EE | $5,256 | $6,636-20.8% | $7,997-34.3% | $4,212+24.8% |
| Admin fee / account holder | $8,468 | $8,568-1.2% | $13,435-37.0% | $7,344+15.3% |