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 | $36,656 | $39,122-6.3% | $57,179-35.9% | $62,891-41.7% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 13.96% | 9.23%+4.7pp | 14.59%-0.6pp | 20.14%-6.2pp |
| Employer contribution / active EE | $4,099 | $1,874+118.7% | $2,682+52.8% | $2,281+79.7% |
| Participant deferral / active EE | $5,161 | $2,374+117.4% | $3,096+66.7% | $3,203+61.1% |
| Admin fee / account holder | $12,084 | $2,592+366.2% | $3,139+285.0% | $4,296+181.3% |