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 | $39,643 | $57,541-31.1% | $95,745-58.6% | $75,163-47.3% |
| Participation rate | 97.8% | 62.5%+35.3pp | 72.3%+25.6pp | 67.2%+30.6pp |
| Annual return | 24.42% | 34.93%-10.5pp | 28.35%-3.9pp | 160.62%-136.2pp |
| Employer contribution / active EE | $6,439 | $1,808+256.2% | $2,835+127.1% | $2,670+141.2% |
| Participant deferral / active EE | $15,972 | $3,074+419.6% | $4,245+276.3% | $4,125+287.2% |
| Admin fee / account holder | $2,381 | $4,099-41.9% | $5,678-58.1% | $5,651-57.9% |