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 3-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 | $18,809 | $48,076-60.9% | $78,689-76.1% | $62,891-70.1% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 7.70% | 31.35%-23.7pp | 62.18%-54.5pp | 20.14%-12.4pp |
| Employer contribution / active EE | $1,803 | $2,015-10.5% | $2,851-36.8% | $2,281-21.0% |
| Participant deferral / active EE | $5,930 | $2,588+129.1% | $3,517+68.6% | $3,203+85.1% |
| Admin fee / account holder | $1,485 | $3,207-53.7% | $4,510-67.1% | $4,296-65.4% |