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 | $38,588 | $109,881-64.9% | $150,045-74.3% | $84,808-54.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 23.93% | 28.25%-4.3pp | 62.55%-38.6pp | 40.90%-17.0pp |
| Employer contribution / active EE | $4,251 | $3,561+19.4% | $4,693-9.4% | $2,631+61.6% |
| Participant deferral / active EE | $7,743 | $6,636+16.7% | $7,997-3.2% | $4,212+83.9% |
| Admin fee / account holder | $2,540 | $8,568-70.4% | $13,435-81.1% | $7,344-65.4% |