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 7-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 | $36,272 | $93,571-61.2% | $135,903-73.3% | $75,163-51.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 16.31% | 30.90%-14.6pp | 68.23%-51.9pp | 160.62%-144.3pp |
| Employer contribution / active EE | $4,231 | $3,537+19.6% | $4,856-12.9% | $2,670+58.5% |
| Participant deferral / active EE | $4,256 | $6,404-33.5% | $7,758-45.1% | $4,125+3.2% |
| Admin fee / account holder | $1,436 | $6,975-79.4% | $10,762-86.7% | $5,651-74.6% |