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 | $36,682 | $77,503-52.7% | $100,391-63.5% | $80,856-54.6% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 16.38% | 37.20%-20.8pp | 49.20%-32.8pp | 35.59%-19.2pp |
| Employer contribution / active EE | $2,362 | $2,801-15.7% | $3,942-40.1% | $2,755-14.2% |
| Participant deferral / active EE | $3,540 | $6,820-48.1% | $8,082-56.2% | $4,296-17.6% |
| Admin fee / account holder | $613 | $5,897-89.6% | $7,899-92.2% | $6,918-91.1% |