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 6-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 | $34,034 | $106,749-68.1% | $145,433-76.6% | $82,448-58.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 20.18% | 27.59%-7.4pp | 66.58%-46.4pp | 41.64%-21.5pp |
| Employer contribution / active EE | $2,688 | $3,444-22.0% | $4,554-41.0% | $2,551+5.4% |
| Participant deferral / active EE | $7,082 | $6,519+8.6% | $7,897-10.3% | $4,139+71.1% |
| Admin fee / account holder | $1,657 | $8,390-80.2% | $13,129-87.4% | $7,234-77.1% |