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 | $49,584 | $109,359-54.7% | $162,163-69.4% | $72,985-32.1% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 20.32% | 25.46%-5.1pp | 115.59%-95.3pp | 81.00%-60.7pp |
| Employer contribution / active EE | $2,013 | $3,907-48.5% | $5,614-64.1% | $2,440-17.5% |
| Participant deferral / active EE | $5,171 | $5,481-5.7% | $7,298-29.1% | $3,607+43.4% |
| Admin fee / account holder | $1,548 | $7,972-80.6% | $10,843-85.7% | $5,124-69.8% |