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 8-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 | $57,434 | $81,460-29.5% | $103,333-44.4% | $80,856-29.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 10.96% | 25.55%-14.6pp | 24.88%-13.9pp | 35.59%-24.6pp |
| Employer contribution / active EE | $13,633 | $3,105+339.0% | $3,868+252.5% | $2,755+394.9% |
| Participant deferral / active EE | $4,093 | $3,869+5.8% | $5,057-19.1% | $4,296-4.7% |
| Admin fee / account holder | $2,107 | $6,566-67.9% | $8,355-74.8% | $6,918-69.5% |