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 | $35,645 | $81,460-56.2% | $103,333-65.5% | $80,856-55.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 47.49% | 25.55%+21.9pp | 24.88%+22.6pp | 35.59%+11.9pp |
| Employer contribution / active EE | $3,065 | $3,105-1.3% | $3,868-20.8% | $2,755+11.2% |
| Participant deferral / active EE | $6,769 | $3,869+75.0% | $5,057+33.8% | $4,296+57.6% |
| Admin fee / account holder | $3,032 | $6,566-53.8% | $8,355-63.7% | $6,918-56.2% |