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 | $52,482 | $78,422-33.1% | $95,952-45.3% | $79,858-34.3% |
| Participation rate | 98.8% | 73.5%+25.3pp | 77.1%+21.7pp | 69.6%+29.1pp |
| Annual return | 16.62% | 19.37%-2.8pp | 91.61%-75.0pp | 31.71%-15.1pp |
| Employer contribution / active EE | $2,562 | $1,945+31.7% | $2,541+0.8% | $2,471+3.7% |
| Participant deferral / active EE | $3,386 | $3,440-1.6% | $4,167-18.7% | $3,740-9.5% |
| Admin fee / account holder | $769 | $5,622-86.3% | $6,795-88.7% | $5,306-85.5% |