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 3-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 | $43,495 | $77,503-43.9% | $100,391-56.7% | $80,856-46.2% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 21.41% | 37.20%-15.8pp | 49.20%-27.8pp | 35.59%-14.2pp |
| Employer contribution / active EE | $3,961 | $2,801+41.4% | $3,942+0.5% | $2,755+43.8% |
| Participant deferral / active EE | $7,791 | $6,820+14.2% | $8,082-3.6% | $4,296+81.4% |
| Admin fee / account holder | $2,061 | $5,897-65.1% | $7,899-73.9% | $6,918-70.2% |