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 | $52,227 | $80,968-35.5% | $96,544-45.9% | $75,163-30.5% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 18.01% | 27.06%-9.1pp | 25.84%-7.8pp | 160.62%-142.6pp |
| Employer contribution / active EE | $4,116 | $2,282+80.4% | $2,965+38.8% | $2,670+54.2% |
| Participant deferral / active EE | $7,294 | $3,928+85.7% | $4,851+50.4% | $4,125+76.8% |
| Admin fee / account holder | $7,707 | $6,724+14.6% | $8,252-6.6% | $5,651+36.4% |