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 6-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 | $39,871 | $109,881-63.7% | $150,045-73.4% | $84,808-53.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 18.27% | 28.25%-10.0pp | 62.55%-44.3pp | 40.90%-22.6pp |
| Employer contribution / active EE | $4,772 | $3,561+34.0% | $4,693+1.7% | $2,631+81.4% |
| Participant deferral / active EE | $11,776 | $6,636+77.5% | $7,997+47.3% | $4,212+179.6% |
| Admin fee / account holder | $15,212 | $8,568+77.5% | $13,435+13.2% | $7,344+107.1% |