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 | $53,961 | $138,347-61.0% | $184,203-70.7% | $80,856-33.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 14.39% | 20.02%-5.6pp | 28.81%-14.4pp | 35.59%-21.2pp |
| Employer contribution / active EE | $6,274 | $4,850+29.3% | $6,427-2.4% | $2,755+127.7% |
| Participant deferral / active EE | $4,589 | $7,071-35.1% | $9,131-49.7% | $4,296+6.8% |
| Admin fee / account holder | $841 | $10,483-92.0% | $13,901-93.9% | $6,918-87.8% |