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 6-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 | $59,893 | $78,520-23.7% | $96,576-38.0% | $82,448-27.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | 17.82% | 41.30%-23.5pp | 38.47%-20.7pp | 41.64%-23.8pp |
| Employer contribution / active EE | $1,398 | $2,630-46.8% | $3,553-60.6% | $2,551-45.2% |
| Participant deferral / active EE | $7,348 | $6,754+8.8% | $7,956-7.7% | $4,139+77.5% |
| Admin fee / account holder | $2,011 | $13,455-85.1% | $11,381-82.3% | $7,234-72.2% |