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 | $38,612 | $109,881-64.9% | $150,045-74.3% | $84,808-54.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 24.03% | 28.25%-4.2pp | 62.55%-38.5pp | 40.90%-16.9pp |
| Employer contribution / active EE | $5,591 | $3,561+57.0% | $4,693+19.1% | $2,631+112.5% |
| Participant deferral / active EE | $3,856 | $6,636-41.9% | $7,997-51.8% | $4,212-8.4% |
| Admin fee / account holder | $947 | $8,568-88.9% | $13,435-93.0% | $7,344-87.1% |