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 | $102,605-55.7% | $145,661-68.8% | $84,808-46.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 77.2%+22.8pp | 68.3%+31.7pp |
| Annual return | 15.76% | 26.50%-10.7pp | 101.46%-85.7pp | 40.90%-25.1pp |
| Employer contribution / active EE | $3,621 | $3,325+8.9% | $4,238-14.5% | $2,631+37.6% |
| Participant deferral / active EE | $7,283 | $5,750+26.7% | $7,198+1.2% | $4,212+72.9% |
| Admin fee / account holder | $3,784 | $8,758-56.8% | $12,466-69.7% | $7,344-48.5% |