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 | $38,378 | $95,803-59.9% | $113,168-66.1% | $84,808-54.7% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 14.85% | 25.00%-10.2pp | 24.27%-9.4pp | 40.90%-26.0pp |
| Employer contribution / active EE | $2,575 | $2,360+9.1% | $2,975-13.5% | $2,631-2.1% |
| Participant deferral / active EE | $3,281 | $4,242-22.6% | $5,107-35.7% | $4,212-22.1% |
| Admin fee / account holder | $10,236 | $8,989+13.9% | $12,068-15.2% | $7,344+39.4% |