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 | $21,416 | $81,460-73.7% | $103,333-79.3% | $80,856-73.5% |
| Participation rate | 92.8% | 66.8%+25.9pp | 74.5%+18.2pp | 67.6%+25.1pp |
| Annual return | 13.53% | 25.55%-12.0pp | 24.88%-11.4pp | 35.59%-22.1pp |
| Employer contribution / active EE | $3,400 | $3,105+9.5% | $3,868-12.1% | $2,755+23.4% |
| Participant deferral / active EE | $2,568 | $3,869-33.6% | $5,057-49.2% | $4,296-40.2% |
| Admin fee / account holder | $558 | $6,566-91.5% | $8,355-93.3% | $6,918-91.9% |