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 | $73,732 | $101,724-27.5% | $164,813-55.3% | $80,856-8.8% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 11.65% | 16.72%-5.1pp | 69.93%-58.3pp | 35.59%-23.9pp |
| Employer contribution / active EE | $1,689 | $2,953-42.8% | $4,341-61.1% | $2,755-38.7% |
| Participant deferral / active EE | $9,254 | $4,477+106.7% | $6,031+53.4% | $4,296+115.4% |
| Admin fee / account holder | $14,216 | $8,227+72.8% | $12,690+12.0% | $6,918+105.5% |