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 | $57,296 | $80,717-29.0% | $154,803-63.0% | $84,808-32.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 24.09% | 37.96%-13.9pp | 58.88%-34.8pp | 40.90%-16.8pp |
| Employer contribution / active EE | $3,632 | $2,761+31.5% | $4,305-15.6% | $2,631+38.1% |
| Participant deferral / active EE | $5,236 | $3,303+58.5% | $5,540-5.5% | $4,212+24.3% |
| Admin fee / account holder | $2,948 | $6,746-56.3% | $14,329-79.4% | $7,344-59.9% |