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 | $30,153 | $80,717-62.6% | $154,803-80.5% | $84,808-64.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 18.72% | 37.96%-19.2pp | 58.88%-40.2pp | 40.90%-22.2pp |
| Employer contribution / active EE | $3,626 | $2,761+31.3% | $4,305-15.8% | $2,631+37.8% |
| Participant deferral / active EE | $3,407 | $3,303+3.1% | $5,540-38.5% | $4,212-19.1% |
| Admin fee / account holder | $4,915 | $6,746-27.1% | $14,329-65.7% | $7,344-33.1% |