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 | $41,866 | $80,717-48.1% | $154,803-73.0% | $84,808-50.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 22.91% | 37.96%-15.0pp | 58.88%-36.0pp | 40.90%-18.0pp |
| Employer contribution / active EE | $9,449 | $2,761+242.2% | $4,305+119.5% | $2,631+259.1% |
| Participant deferral / active EE | $4,718 | $3,303+42.8% | $5,540-14.9% | $4,212+12.0% |
| Admin fee / account holder | $2,492 | $6,746-63.1% | $14,329-82.6% | $7,344-66.1% |