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 | $28,718 | $82,664-65.3% | $125,339-77.1% | $68,494-58.1% |
| Participation rate | 97.4% | 75.0%+22.4pp | 82.4%+15.1pp | 67.9%+29.5pp |
| Annual return | 21.91% | -5.97%+27.9pp | 572.05%-550.1pp | -7.84%+29.8pp |
| Employer contribution / active EE | $3,547 | $3,381+4.9% | $4,814-26.3% | $2,596+36.6% |
| Participant deferral / active EE | $6,669 | $6,110+9.1% | $7,446-10.4% | $4,027+65.6% |
| Admin fee / account holder | $6,826 | $6,275+8.8% | $10,010-31.8% | $5,403+26.3% |