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 | $33,198 | $62,672-47.0% | $185,117-82.1% | $70,131-52.7% |
| Participation rate | 100.0% | 63.8%+36.2pp | 77.3%+22.7pp | 69.5%+30.5pp |
| Annual return | 24.94% | 40.79%-15.8pp | 40.50%-15.6pp | 73.14%-48.2pp |
| Employer contribution / active EE | $3,868 | $1,753+120.6% | $4,182-7.5% | $2,342+65.1% |
| Participant deferral / active EE | $6,448 | $3,272+97.1% | $5,045+27.8% | $3,332+93.5% |
| Admin fee / account holder | $4,867 | $3,932+23.8% | $8,159-40.3% | $4,645+4.8% |