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 | $32,750 | $57,057-42.6% | $85,009-61.5% | $80,874-59.5% |
| Participation rate | 72.7% | 56.4%+16.4pp | 67.5%+5.2pp | 67.6%+5.1pp |
| Annual return | 14.18% | 21.66%-7.5pp | 66.47%-52.3pp | 35.62%-21.4pp |
| Employer contribution / active EE | $2,429 | $1,799+35.1% | $2,728-11.0% | $2,756-11.8% |
| Participant deferral / active EE | $3,923 | $3,112+26.1% | $4,522-13.2% | $4,297-8.7% |
| Admin fee / account holder | $562 | $4,986-88.7% | $6,153-90.9% | $6,935-91.9% |