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 | $58,368 | $45,035+29.6% | $62,995-7.3% | $70,131-16.8% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 15.73% | 18.76%-3.0pp | 87.57%-71.8pp | 73.14%-57.4pp |
| Employer contribution / active EE | $2,320 | $2,051+13.1% | $2,759-15.9% | $2,342-1.0% |
| Participant deferral / active EE | $4,219 | $2,465+71.2% | $3,329+26.7% | $3,332+26.6% |
| Admin fee / account holder | $2,818 | $2,834-0.6% | $3,600-21.7% | $4,645-39.3% |