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 | $54,658 | $84,233-35.1% | $170,442-67.9% | $70,131-22.1% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 15.54% | 23.06%-7.5pp | 205.93%-190.4pp | 73.14%-57.6pp |
| Employer contribution / active EE | $4,378 | $3,387+29.3% | $5,433-19.4% | $2,342+86.9% |
| Participant deferral / active EE | $2,156 | $3,086-30.1% | $4,939-56.4% | $3,332-35.3% |
| Admin fee / account holder | $2,195 | $5,698-61.5% | $13,880-84.2% | $4,645-52.7% |