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 | $23,109 | $69,518-66.8% | $59,878-61.4% | $135,375-82.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 9.56% | 7.94%+1.6pp | 3.46%+6.1pp | 519.73%-510.2pp |
| Employer contribution / active EE | $1,401 | $3,235-56.7% | $2,722-48.5% | $4,779-70.7% |
| Participant deferral / active EE | $1,401 | $4,206-66.7% | $3,402-58.8% | $5,609-75.0% |
| Admin fee / account holder | $1,310 | $5,734-77.2% | $3,590-63.5% | $10,827-87.9% |