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 10-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 | $21,976 | $63,861-65.6% | $104,607-79.0% | $79,858-72.5% |
| Participation rate | 82.1% | 64.9%+17.2pp | 74.1%+8.1pp | 69.6%+12.5pp |
| Annual return | 33.80% | 21.30%+12.5pp | 340.46%-306.7pp | 31.71%+2.1pp |
| Employer contribution / active EE | $1,618 | $1,588+1.9% | $2,681-39.6% | $2,471-34.5% |
| Participant deferral / active EE | $4,079 | $2,693+51.4% | $3,740+9.1% | $3,740+9.0% |
| Admin fee / account holder | $722 | $4,185-82.8% | $6,473-88.8% | $5,306-86.4% |