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 | $38,879 | $109,881-64.6% | $150,045-74.1% | $84,808-54.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 20.88% | 28.25%-7.4pp | 62.55%-41.7pp | 40.90%-20.0pp |
| Employer contribution / active EE | $3,086 | $3,561-13.4% | $4,693-34.2% | $2,631+17.3% |
| Participant deferral / active EE | $5,978 | $6,636-9.9% | $7,997-25.3% | $4,212+41.9% |
| Admin fee / account holder | $522 | $8,568-93.9% | $13,435-96.1% | $7,344-92.9% |