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 | $35,188 | $81,446-56.8% | $103,374-66.0% | $80,874-56.5% |
| Participation rate | 97.6% | 66.9%+30.7pp | 74.5%+23.1pp | 67.6%+29.9pp |
| Annual return | 12.67% | 25.57%-12.9pp | 24.89%-12.2pp | 35.62%-23.0pp |
| Employer contribution / active EE | $6,179 | $3,107+98.9% | $3,869+59.7% | $2,756+124.2% |
| Participant deferral / active EE | $4,530 | $3,870+17.0% | $5,058-10.4% | $4,297+5.4% |
| Admin fee / account holder | $1,360 | $6,715-79.7% | $8,394-83.8% | $6,935-80.4% |