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 | $58,002 | $146,267-60.3% | $197,124-70.6% | $82,448-29.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 19.36% | 29.61%-10.2pp | 44.34%-25.0pp | 41.64%-22.3pp |
| Employer contribution / active EE | $3,054 | $4,723-35.3% | $6,227-51.0% | $2,551+19.7% |
| Participant deferral / active EE | $15,414 | $7,035+119.1% | $9,135+68.7% | $4,139+272.4% |
| Admin fee / account holder | $1,249 | $14,422-91.3% | $16,298-92.3% | $7,234-82.7% |