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 | $52,944 | $87,013-39.2% | $106,213-50.2% | $80,856-34.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 11.56% | 17.05%-5.5pp | 116.14%-104.6pp | 35.59%-24.0pp |
| Employer contribution / active EE | $4,108 | $2,395+71.5% | $3,171+29.5% | $2,755+49.1% |
| Participant deferral / active EE | $8,281 | $3,986+107.8% | $5,016+65.1% | $4,296+92.8% |
| Admin fee / account holder | $8,111 | $8,431-3.8% | $11,033-26.5% | $6,918+17.3% |