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 | $31,521 | $58,208-45.8% | $81,812-61.5% | $80,856-61.0% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 12.55% | 41.66%-29.1pp | 773.79%-761.2pp | 35.59%-23.0pp |
| Employer contribution / active EE | $2,609 | $2,340+11.5% | $2,912-10.4% | $2,755-5.3% |
| Participant deferral / active EE | $4,719 | $3,281+43.8% | $4,319+9.3% | $4,296+9.9% |
| Admin fee / account holder | $3,352 | $4,981-32.7% | $7,386-54.6% | $6,918-51.6% |