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 | $50,724 | $81,460-37.7% | $103,333-50.9% | $80,856-37.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 34.08% | 25.55%+8.5pp | 24.88%+9.2pp | 35.59%-1.5pp |
| Employer contribution / active EE | $3,703 | $3,105+19.2% | $3,868-4.3% | $2,755+34.4% |
| Participant deferral / active EE | $6,375 | $3,869+64.8% | $5,057+26.1% | $4,296+48.4% |
| Admin fee / account holder | $1,542 | $6,566-76.5% | $8,355-81.5% | $6,918-77.7% |