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 | $59,893 | $80,673-25.8% | $101,326-40.9% | $84,808-29.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 81.5%+18.5pp | 68.3%+31.7pp |
| Annual return | 17.82% | 38.95%-21.1pp | 36.82%-19.0pp | 40.90%-23.1pp |
| Employer contribution / active EE | $1,398 | $2,698-48.2% | $3,665-61.8% | $2,631-46.8% |
| Participant deferral / active EE | $7,348 | $6,840+7.4% | $7,994-8.1% | $4,212+74.5% |
| Admin fee / account holder | $2,011 | $12,784-84.3% | $11,185-82.0% | $7,344-72.6% |