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 | $50,229 | $109,881-54.3% | $150,045-66.5% | $84,808-40.8% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 20.51% | 28.25%-7.7pp | 62.55%-42.0pp | 40.90%-20.4pp |
| Employer contribution / active EE | $9,023 | $3,561+153.4% | $4,693+92.3% | $2,631+243.0% |
| Participant deferral / active EE | $11,366 | $6,636+71.3% | $7,997+42.1% | $4,212+169.9% |
| Admin fee / account holder | $3,705 | $8,568-56.8% | $13,435-72.4% | $7,344-49.6% |