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 | $22,542 | $48,277-53.3% | $67,511-66.6% | $80,874-72.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 13.75% | 18.27%-4.5pp | 3517.41%-3503.7pp | 35.62%-21.9pp |
| Employer contribution / active EE | $1,731 | $2,021-14.4% | $2,733-36.7% | $2,756-37.2% |
| Participant deferral / active EE | $3,024 | $2,926+3.3% | $4,000-24.4% | $4,297-29.6% |
| Admin fee / account holder | $2,172 | $3,687-41.1% | $3,999-45.7% | $6,935-68.7% |