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 | $52,009 | $80,717-35.6% | $154,803-66.4% | $84,808-38.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 18.22% | 37.96%-19.7pp | 58.88%-40.7pp | 40.90%-22.7pp |
| Employer contribution / active EE | $2,219 | $2,761-19.7% | $4,305-48.5% | $2,631-15.7% |
| Participant deferral / active EE | $4,706 | $3,303+42.5% | $5,540-15.1% | $4,212+11.7% |
| Admin fee / account holder | $351 | $6,746-94.8% | $14,329-97.6% | $7,344-95.2% |