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 | $34,907 | $76,552-54.4% | $123,892-71.8% | $62,891-44.5% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 8.88% | 18.68%-9.8pp | 47.52%-38.6pp | 20.14%-11.3pp |
| Employer contribution / active EE | $3,193 | $2,883+10.8% | $4,617-30.8% | $2,281+40.0% |
| Participant deferral / active EE | $2,650 | $4,840-45.3% | $5,984-55.7% | $3,203-17.3% |
| Admin fee / account holder | $1,001 | $4,826-79.3% | $8,357-88.0% | $4,296-76.7% |