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 | $57,461 | $81,460-29.5% | $103,333-44.4% | $80,856-28.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 18.23% | 25.55%-7.3pp | 24.88%-6.7pp | 35.59%-17.4pp |
| Employer contribution / active EE | $12,865 | $3,105+314.3% | $3,868+232.6% | $2,755+367.0% |
| Participant deferral / active EE | $9,135 | $3,869+136.1% | $5,057+80.6% | $4,296+112.6% |
| Admin fee / account holder | $470 | $6,566-92.8% | $8,355-94.4% | $6,918-93.2% |