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 | $33,760 | $76,407-55.8% | $150,298-77.5% | $82,448-59.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 17.08% | 39.99%-22.9pp | 62.79%-45.7pp | 41.64%-24.6pp |
| Employer contribution / active EE | $3,686 | $2,614+41.0% | $4,154-11.3% | $2,551+44.5% |
| Participant deferral / active EE | $2,668 | $3,214-17.0% | $5,453-51.1% | $4,139-35.6% |
| Admin fee / account holder | $347 | $6,352-94.5% | $14,116-97.5% | $7,234-95.2% |