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 | $25,879 | $80,673-67.9% | $101,326-74.5% | $84,808-69.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 81.5%+18.5pp | 68.3%+31.7pp |
| Annual return | 18.31% | 38.95%-20.6pp | 36.82%-18.5pp | 40.90%-22.6pp |
| Employer contribution / active EE | $3,047 | $2,698+13.0% | $3,665-16.9% | $2,631+15.8% |
| Participant deferral / active EE | $5,400 | $6,840-21.1% | $7,994-32.5% | $4,212+28.2% |
| Admin fee / account holder | $1,222 | $12,784-90.4% | $11,185-89.1% | $7,344-83.4% |