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 7-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 | $39,052 | $109,881-64.5% | $150,045-74.0% | $84,808-54.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 19.19% | 28.25%-9.1pp | 62.55%-43.4pp | 40.90%-21.7pp |
| Employer contribution / active EE | $3,194 | $3,561-10.3% | $4,693-32.0% | $2,631+21.4% |
| Participant deferral / active EE | $4,708 | $6,636-29.1% | $7,997-41.1% | $4,212+11.8% |
| Admin fee / account holder | $3,360 | $8,568-60.8% | $13,435-75.0% | $7,344-54.2% |