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 | $27,405 | $109,881-75.1% | $150,045-81.7% | $84,808-67.7% |
| Participation rate | 99.0% | 76.1%+22.9pp | 82.3%+16.6pp | 68.3%+30.6pp |
| Annual return | 50.72% | 28.25%+22.5pp | 62.55%-11.8pp | 40.90%+9.8pp |
| Employer contribution / active EE | $2,654 | $3,561-25.5% | $4,693-43.4% | $2,631+0.9% |
| Participant deferral / active EE | $5,672 | $6,636-14.5% | $7,997-29.1% | $4,212+34.7% |
| Admin fee / account holder | $2,112 | $8,568-75.4% | $13,435-84.3% | $7,344-71.2% |