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 | $25,320 | $54,762-53.8% | $90,281-72.0% | $72,985-65.3% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 32.32% | 30.63%+1.7pp | 78.10%-45.8pp | 81.00%-48.7pp |
| Employer contribution / active EE | $3,114 | $2,092+48.8% | $2,854+9.1% | $2,440+27.6% |
| Participant deferral / active EE | $3,546 | $2,887+22.8% | $3,885-8.7% | $3,607-1.7% |
| Admin fee / account holder | $4,883 | $3,972+22.9% | $5,351-8.7% | $5,124-4.7% |