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 | $28,635 | $58,577-51.1% | $83,333-65.6% | $64,186-55.4% |
| Participation rate | 100.0% | 72.0%+28.0pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | 271.76% | 9.65%+262.1pp | 10.63%+261.1pp | 7.63%+264.1pp |
| Employer contribution / active EE | $1,807 | $2,098-13.9% | $3,379-46.5% | $2,381-24.1% |
| Participant deferral / active EE | $3,527 | $4,654-24.2% | $5,565-36.6% | $3,470+1.6% |
| Admin fee / account holder | $1,076 | $9,275-88.4% | $7,510-85.7% | $4,888-78.0% |