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 | $61,461 | $109,881-44.1% | $150,045-59.0% | $84,808-27.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 19.13% | 28.25%-9.1pp | 62.55%-43.4pp | 40.90%-21.8pp |
| Employer contribution / active EE | $1,799 | $3,561-49.5% | $4,693-61.7% | $2,631-31.6% |
| Participant deferral / active EE | $5,482 | $6,636-17.4% | $7,997-31.5% | $4,212+30.2% |
| Admin fee / account holder | $5,616 | $8,568-34.5% | $13,435-58.2% | $7,344-23.5% |