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 | $41,713 | $109,413-61.9% | $156,263-73.3% | $84,808-50.8% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 15.63% | 20.18%-4.5pp | 59.47%-43.8pp | 40.90%-25.3pp |
| Employer contribution / active EE | $2,382 | $2,907-18.1% | $4,333-45.0% | $2,631-9.5% |
| Participant deferral / active EE | $3,555 | $4,590-22.6% | $6,158-42.3% | $4,212-15.6% |
| Admin fee / account holder | $1,525 | $9,357-83.7% | $14,255-89.3% | $7,344-79.2% |