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 6-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 | $37,975 | $95,266-60.1% | $82,389-53.9% | $142,382-73.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 15.70% | 25.74%-10.0pp | 28.67%-13.0pp | 217.08%-201.4pp |
| Employer contribution / active EE | $2,420 | $2,991-19.1% | $2,517-3.9% | $4,299-43.7% |
| Participant deferral / active EE | $7,181 | $4,809+49.3% | $4,155+72.8% | $6,507+10.4% |
| Admin fee / account holder | $2,580 | $8,563-69.9% | $7,231-64.3% | $12,624-79.6% |