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 | $53,789 | $65,365-17.7% | $92,893-42.1% | $72,985-26.3% |
| Participation rate | 97.0% | 68.3%+28.7pp | 76.0%+21.0pp | 69.5%+27.5pp |
| Annual return | 17.11% | 42.10%-25.0pp | 109.41%-92.3pp | 81.00%-63.9pp |
| Employer contribution / active EE | $2,834 | $2,594+9.3% | $3,653-22.4% | $2,440+16.2% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,236-100.0% | $3,607-100.0% |
| Admin fee / account holder | $1,361 | $4,251-68.0% | $5,794-76.5% | $5,124-73.4% |