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 8-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 | $25,631 | $49,915-48.7% | $154,803-83.4% | $74,304-65.5% |
| Participation rate | 100.0% | 54.0%+46.0pp | 78.1%+21.9pp | 60.3%+39.7pp |
| Annual return | 29.74% | 34.06%-4.3pp | 58.88%-29.1pp | 29.43%+0.3pp |
| Employer contribution / active EE | $2,958 | $1,611+83.6% | $4,305-31.3% | $2,241+32.0% |
| Participant deferral / active EE | $5,189 | $2,255+130.1% | $5,540-6.3% | $3,767+37.7% |
| Admin fee / account holder | $1,601 | $2,189-26.9% | $14,329-88.8% | $2,969-46.1% |