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 | $46,491 | $81,460-42.9% | $103,333-55.0% | $80,856-42.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 12.77% | 25.55%-12.8pp | 24.88%-12.1pp | 35.59%-22.8pp |
| Employer contribution / active EE | $3,121 | $3,105+0.5% | $3,868-19.3% | $2,755+13.3% |
| Participant deferral / active EE | $7,332 | $3,869+89.5% | $5,057+45.0% | $4,296+70.7% |
| Admin fee / account holder | $4,808 | $6,566-26.8% | $8,355-42.5% | $6,918-30.5% |