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 | $38,065 | $81,248-53.1% | $155,509-75.5% | $80,856-52.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 18.15% | 33.31%-15.2pp | 64.67%-46.5pp | 35.59%-17.4pp |
| Employer contribution / active EE | $1,763 | $3,100-43.1% | $4,672-62.3% | $2,755-36.0% |
| Participant deferral / active EE | $4,409 | $3,452+27.7% | $5,626-21.6% | $4,296+2.6% |
| Admin fee / account holder | $1,599 | $7,997-80.0% | $15,912-90.0% | $6,918-76.9% |