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 | $75,945 | $78,926-3.8% | $136,749-44.5% | $84,808-10.5% |
| Participation rate | 100.0% | 62.2%+37.8pp | 72.1%+27.9pp | 68.3%+31.7pp |
| Annual return | 19.40% | 18.17%+1.2pp | 24.33%-4.9pp | 40.90%-21.5pp |
| Employer contribution / active EE | $2,259 | $2,134+5.9% | $3,400-33.5% | $2,631-14.1% |
| Participant deferral / active EE | $5,049 | $3,168+59.3% | $4,692+7.6% | $4,212+19.9% |
| Admin fee / account holder | $498 | $6,369-92.2% | $11,386-95.6% | $7,344-93.2% |