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 | $67,379 | $138,347-51.3% | $184,203-63.4% | $80,856-16.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 16.73% | 20.02%-3.3pp | 28.81%-12.1pp | 35.59%-18.9pp |
| Employer contribution / active EE | $3,316 | $4,850-31.6% | $6,427-48.4% | $2,755+20.4% |
| Participant deferral / active EE | $13,933 | $7,071+97.1% | $9,131+52.6% | $4,296+224.4% |
| Admin fee / account holder | $14,893 | $10,483+42.1% | $13,901+7.1% | $6,918+115.3% |