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 | $29,736 | $109,881-72.9% | $150,045-80.2% | $84,808-64.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 16.61% | 28.25%-11.6pp | 62.55%-45.9pp | 40.90%-24.3pp |
| Employer contribution / active EE | $1,969 | $3,561-44.7% | $4,693-58.0% | $2,631-25.2% |
| Participant deferral / active EE | $3,564 | $6,636-46.3% | $7,997-55.4% | $4,212-15.4% |
| Admin fee / account holder | $3,960 | $8,568-53.8% | $13,435-70.5% | $7,344-46.1% |