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 | $62,433 | $72,277-13.6% | $101,248-38.3% | $79,858-21.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 13.72% | 22.30%-8.6pp | 46.47%-32.8pp | 31.71%-18.0pp |
| Employer contribution / active EE | $2,820 | $2,692+4.8% | $3,660-22.9% | $2,471+14.1% |
| Participant deferral / active EE | $6,537 | $3,282+99.2% | $4,370+49.6% | $3,740+74.8% |
| Admin fee / account holder | $8,759 | $4,400+99.1% | $5,945+47.3% | $5,306+65.1% |