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 | $35,290 | $81,460-56.7% | $103,333-65.8% | $80,856-56.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 29.91% | 25.55%+4.4pp | 24.88%+5.0pp | 35.59%-5.7pp |
| Employer contribution / active EE | $2,831 | $3,105-8.8% | $3,868-26.8% | $2,755+2.8% |
| Participant deferral / active EE | $2,278 | $3,869-41.1% | $5,057-55.0% | $4,296-47.0% |
| Admin fee / account holder | $534 | $6,566-91.9% | $8,355-93.6% | $6,918-92.3% |