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 | $42,631 | $64,480-33.9% | $81,382-47.6% | $80,856-47.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.6%+32.4pp |
| Annual return | 19.67% | 16.34%+3.3pp | 24.73%-5.1pp | 35.59%-15.9pp |
| Employer contribution / active EE | $2,355 | $1,978+19.0% | $2,463-4.4% | $2,755-14.5% |
| Participant deferral / active EE | $4,852 | $3,094+56.8% | $3,883+25.0% | $4,296+12.9% |
| Admin fee / account holder | $1,077 | $5,671-81.0% | $5,768-81.3% | $6,918-84.4% |