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 | $20,424 | $77,899-73.8% | $149,673-86.4% | $75,163-72.8% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 13.85% | 31.72%-17.9pp | 134.42%-120.6pp | 160.62%-146.8pp |
| Employer contribution / active EE | $3,355 | $3,137+6.9% | $4,818-30.4% | $2,670+25.7% |
| Participant deferral / active EE | $2,346 | $3,411-31.2% | $5,680-58.7% | $4,125-43.1% |
| Admin fee / account holder | $1,303 | $5,956-78.1% | $13,210-90.1% | $5,651-76.9% |