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 5-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 | $29,064 | $80,673-64.0% | $101,326-71.3% | $84,808-65.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 81.5%+18.5pp | 68.3%+31.7pp |
| Annual return | 36.77% | 38.95%-2.2pp | 36.82%0pp | 40.90%-4.1pp |
| Employer contribution / active EE | $4,015 | $2,698+48.8% | $3,665+9.5% | $2,631+52.6% |
| Participant deferral / active EE | $7,546 | $6,840+10.3% | $7,994-5.6% | $4,212+79.2% |
| Admin fee / account holder | $3,635 | $12,784-71.6% | $11,185-67.5% | $7,344-50.5% |