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 3-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 | $31,523 | $74,927-57.9% | $101,794-69.0% | $84,808-62.8% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 22.06% | 18.70%+3.4pp | 30.53%-8.5pp | 40.90%-18.8pp |
| Employer contribution / active EE | $3,445 | $1,522+126.3% | $2,289+50.5% | $2,631+30.9% |
| Participant deferral / active EE | $8,007 | $3,099+158.4% | $4,084+96.0% | $4,212+90.1% |
| Admin fee / account holder | $1,858 | $6,514-71.5% | $8,777-78.8% | $7,344-74.7% |