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 | $38,484 | $109,881-65.0% | $150,045-74.4% | $84,808-54.6% |
| Participation rate | 84.6% | 76.1%+8.5pp | 82.3%+2.3pp | 68.3%+16.3pp |
| Annual return | 19.94% | 28.25%-8.3pp | 62.55%-42.6pp | 40.90%-21.0pp |
| Employer contribution / active EE | $4,687 | $3,561+31.6% | $4,693-0.1% | $2,631+78.1% |
| Participant deferral / active EE | $5,872 | $6,636-11.5% | $7,997-26.6% | $4,212+39.4% |
| Admin fee / account holder | $4,276 | $8,568-50.1% | $13,435-68.2% | $7,344-41.8% |