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 | $53,745 | $47,479+13.2% | $62,929-14.6% | $82,448-34.8% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 15.18% | 20.34%-5.2pp | 1063.93%-1048.7pp | 41.64%-26.5pp |
| Employer contribution / active EE | $1,498 | $1,885-20.5% | $2,505-40.2% | $2,551-41.3% |
| Participant deferral / active EE | $1,805 | $2,870-37.1% | $3,888-53.6% | $4,139-56.4% |
| Admin fee / account holder | $2,308 | $3,804-39.3% | $5,065-54.4% | $7,234-68.1% |