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 | $37,455 | $101,724-63.2% | $164,813-77.3% | $80,856-53.7% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 12.27% | 16.72%-4.4pp | 69.93%-57.7pp | 35.59%-23.3pp |
| Employer contribution / active EE | $4,139 | $2,953+40.1% | $4,341-4.7% | $2,755+50.2% |
| Participant deferral / active EE | $6,782 | $4,477+51.5% | $6,031+12.5% | $4,296+57.9% |
| Admin fee / account holder | $2,895 | $8,227-64.8% | $12,690-77.2% | $6,918-58.1% |