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 | $32,661 | $56,053-41.7% | $75,972-57.0% | $80,856-59.6% |
| Participation rate | 89.3% | 62.0%+27.3pp | 69.1%+20.2pp | 67.6%+21.6pp |
| Annual return | 16.23% | 20.53%-4.3pp | 359.55%-343.3pp | 35.59%-19.4pp |
| Employer contribution / active EE | $2,034 | $1,874+8.5% | $2,685-24.2% | $2,755-26.2% |
| Participant deferral / active EE | $4,847 | $3,052+58.8% | $4,255+13.9% | $4,296+12.8% |
| Admin fee / account holder | $1,558 | $5,234-70.2% | $6,467-75.9% | $6,918-77.5% |