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 | $45,264 | $48,795-7.2% | $65,493-30.9% | $84,808-46.6% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 12.84% | 20.20%-7.4pp | 982.45%-969.6pp | 40.90%-28.1pp |
| Employer contribution / active EE | $1,383 | $1,930-28.3% | $2,574-46.3% | $2,631-47.4% |
| Participant deferral / active EE | $3,418 | $2,928+16.7% | $3,961-13.7% | $4,212-18.8% |
| Admin fee / account holder | $2,752 | $3,877-29.0% | $5,028-45.3% | $7,344-62.5% |