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 | $35,685 | $111,535-68.0% | $105,223-66.1% | $137,256-74.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 21.19% | 237.85%-216.7pp | 180.65%-159.5pp | 220.34%-199.1pp |
| Employer contribution / active EE | $4,030 | $3,939+2.3% | $3,689+9.3% | $4,156-3.0% |
| Participant deferral / active EE | $8,673 | $5,500+57.7% | $5,072+71.0% | $6,407+35.4% |
| Admin fee / account holder | $1,469 | $9,721-84.9% | $8,859-83.4% | $12,270-88.0% |