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 | $57,130 | $84,233-32.2% | $170,442-66.5% | $70,131-18.5% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 18.74% | 23.06%-4.3pp | 205.93%-187.2pp | 73.14%-54.4pp |
| Employer contribution / active EE | $1,680 | $3,387-50.4% | $5,433-69.1% | $2,342-28.3% |
| Participant deferral / active EE | $3,693 | $3,086+19.7% | $4,939-25.2% | $3,332+10.8% |
| Admin fee / account holder | $2,640 | $5,698-53.7% | $13,880-81.0% | $4,645-43.2% |