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 | $24,544 | $77,899-68.5% | $149,673-83.6% | $75,163-67.3% |
| Participation rate | 80.6% | 65.6%+15.1pp | 78.8%+1.9pp | 67.2%+13.5pp |
| Annual return | 20.50% | 31.72%-11.2pp | 134.42%-113.9pp | 160.62%-140.1pp |
| Employer contribution / active EE | $3,151 | $3,137+0.4% | $4,818-34.6% | $2,670+18.0% |
| Participant deferral / active EE | $5,860 | $3,411+71.8% | $5,680+3.2% | $4,125+42.1% |
| Admin fee / account holder | $4,197 | $5,956-29.5% | $13,210-68.2% | $5,651-25.7% |