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 | $79,948 | $135,952-41.2% | $123,892-35.5% | $273,961-70.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.24% | 56.63%-52.4pp | 47.52%-43.3pp | 41.45%-37.2pp |
| Employer contribution / active EE | $3,994 | $5,170-22.7% | $4,617-13.5% | $4,869-18.0% |
| Participant deferral / active EE | $12,583 | $6,343+98.4% | $5,984+110.3% | $5,287+138.0% |
| Admin fee / account holder | $558 | $9,817-94.3% | $8,357-93.3% | $10,132-94.5% |