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 9-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 | $29,589 | $80,673-63.3% | $101,326-70.8% | $84,808-65.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 81.5%+18.5pp | 68.3%+31.7pp |
| Annual return | 19.76% | 38.95%-19.2pp | 36.82%-17.1pp | 40.90%-21.1pp |
| Employer contribution / active EE | $2,950 | $2,698+9.4% | $3,665-19.5% | $2,631+12.1% |
| Participant deferral / active EE | $4,966 | $6,840-27.4% | $7,994-37.9% | $4,212+17.9% |
| Admin fee / account holder | $1,031 | $12,784-91.9% | $11,185-90.8% | $7,344-86.0% |