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 | $57,402 | $80,673-28.8% | $101,326-43.3% | $84,808-32.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 81.5%+18.5pp | 68.3%+31.7pp |
| Annual return | 42.27% | 38.95%+3.3pp | 36.82%+5.5pp | 40.90%+1.4pp |
| Employer contribution / active EE | $3,438 | $2,698+27.4% | $3,665-6.2% | $2,631+30.7% |
| Participant deferral / active EE | $11,136 | $6,840+62.8% | $7,994+39.3% | $4,212+164.4% |
| Admin fee / account holder | $1,695 | $12,784-86.7% | $11,185-84.8% | $7,344-76.9% |