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 | $37,802 | $95,803-60.5% | $113,168-66.6% | $84,808-55.4% |
| Participation rate | 85.7% | 72.9%+12.8pp | 76.6%+9.1pp | 68.3%+17.4pp |
| Annual return | 18.75% | 25.00%-6.3pp | 24.27%-5.5pp | 40.90%-22.1pp |
| Employer contribution / active EE | $2,122 | $2,360-10.1% | $2,975-28.7% | $2,631-19.3% |
| Participant deferral / active EE | $3,690 | $4,242-13.0% | $5,107-27.7% | $4,212-12.4% |
| Admin fee / account holder | $1,648 | $8,989-81.7% | $12,068-86.3% | $7,344-77.6% |