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 8-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 | $35,747 | $87,166-59.0% | $76,735-53.4% | $137,256-74.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 15.34% | 26.50%-11.2pp | 29.77%-14.4pp | 220.34%-205.0pp |
| Employer contribution / active EE | $535 | $2,904-81.6% | $2,454-78.2% | $4,156-87.1% |
| Participant deferral / active EE | $5,004 | $4,726+5.9% | $4,088+22.4% | $6,407-21.9% |
| Admin fee / account holder | $3,581 | $8,403-57.4% | $7,189-50.2% | $12,270-70.8% |