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 | $23,483 | $80,717-70.9% | $154,803-84.8% | $84,808-72.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 19.56% | 37.96%-18.4pp | 58.88%-39.3pp | 40.90%-21.3pp |
| Employer contribution / active EE | $2,696 | $2,761-2.4% | $4,305-37.4% | $2,631+2.5% |
| Participant deferral / active EE | $5,668 | $3,303+71.6% | $5,540+2.3% | $4,212+34.6% |
| Admin fee / account holder | $1,008 | $6,746-85.1% | $14,329-93.0% | $7,344-86.3% |