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 | $33,929 | $149,734-77.3% | $118,925-71.5% | $158,922-78.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 19.52% | 19.95%-0.4pp | 35.88%-16.4pp | 302.83%-283.3pp |
| Employer contribution / active EE | $1,767 | $4,115-57.1% | $3,263-45.8% | $4,761-62.9% |
| Participant deferral / active EE | $7,082 | $5,223+35.6% | $4,265+66.0% | $5,982+18.4% |
| Admin fee / account holder | $14,692 | $8,603+70.8% | $6,581+123.3% | $11,246+30.6% |