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 6-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 | $45,454 | $98,652-53.9% | $142,942-68.2% | $82,448-44.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.8%+23.2pp | 68.1%+31.9pp |
| Annual return | 15.76% | 22.65%-6.9pp | 113.70%-97.9pp | 41.64%-25.9pp |
| Employer contribution / active EE | $3,621 | $3,211+12.8% | $4,139-12.5% | $2,551+42.0% |
| Participant deferral / active EE | $7,283 | $5,580+30.5% | $7,128+2.2% | $4,139+75.9% |
| Admin fee / account holder | $3,784 | $8,078-53.2% | $12,475-69.7% | $7,234-47.7% |