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 | $28,710 | $46,553-38.3% | $64,056-55.2% | $75,163-61.8% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 19.31% | 26.03%-6.7pp | 33.69%-14.4pp | 160.62%-141.3pp |
| Employer contribution / active EE | $2,904 | $1,974+47.1% | $2,747+5.7% | $2,670+8.8% |
| Participant deferral / active EE | $5,157 | $2,837+81.8% | $3,880+32.9% | $4,125+25.0% |
| Admin fee / account holder | $627 | $2,952-78.8% | $3,068-79.6% | $5,651-88.9% |