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 | $30,282 | $109,881-72.4% | $150,045-79.8% | $84,808-64.3% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 20.24% | 28.25%-8.0pp | 62.55%-42.3pp | 40.90%-20.7pp |
| Employer contribution / active EE | $2,950 | $3,561-17.2% | $4,693-37.1% | $2,631+12.1% |
| Participant deferral / active EE | $4,041 | $6,636-39.1% | $7,997-49.5% | $4,212-4.0% |
| Admin fee / account holder | $2,389 | $8,568-72.1% | $13,435-82.2% | $7,344-67.5% |