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 | $71,907 | $110,261-34.8% | $95,745-24.9% | $139,434-48.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 19.48% | 27.11%-7.6pp | 28.35%-8.9pp | 372.94%-353.5pp |
| Employer contribution / active EE | $2,428 | $3,257-25.4% | $2,835-14.3% | $4,751-48.9% |
| Participant deferral / active EE | $7,032 | $4,676+50.4% | $4,245+65.7% | $6,710+4.8% |
| Admin fee / account holder | $1,269 | $6,613-80.8% | $5,678-77.6% | $11,403-88.9% |