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 5-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 | $23,351 | $81,460-71.3% | $103,333-77.4% | $80,856-71.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 14.99% | 25.55%-10.6pp | 24.88%-9.9pp | 35.59%-20.6pp |
| Employer contribution / active EE | $3,654 | $3,105+17.7% | $3,868-5.5% | $2,755+32.7% |
| Participant deferral / active EE | $5,003 | $3,869+29.3% | $5,057-1.1% | $4,296+16.5% |
| Admin fee / account holder | $1,476 | $6,566-77.5% | $8,355-82.3% | $6,918-78.7% |