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 | $52,287 | $106,584-50.9% | $101,326-48.4% | $142,382-63.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 18.01% | 36.93%-18.9pp | 36.82%-18.8pp | 217.08%-199.1pp |
| Employer contribution / active EE | $5,157 | $3,956+30.4% | $3,665+40.7% | $4,299+20.0% |
| Participant deferral / active EE | $11,302 | $8,297+36.2% | $7,994+41.4% | $6,507+73.7% |
| Admin fee / account holder | $6,426 | $11,446-43.9% | $11,185-42.5% | $12,624-49.1% |