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 9-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 | $35,532 | $54,705-35.0% | $71,209-50.1% | $84,808-58.1% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 16.09% | 35.90%-19.8pp | 282.51%-266.4pp | 40.90%-24.8pp |
| Employer contribution / active EE | $2,386 | $2,158+10.6% | $2,721-12.3% | $2,631-9.3% |
| Participant deferral / active EE | $2,777 | $3,030-8.4% | $4,175-33.5% | $4,212-34.1% |
| Admin fee / account holder | $668 | $4,863-86.3% | $5,349-87.5% | $7,344-90.9% |