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 | $51,282 | $81,248-36.9% | $155,509-67.0% | $80,856-36.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 13.32% | 33.31%-20.0pp | 64.67%-51.4pp | 35.59%-22.3pp |
| Employer contribution / active EE | $7,970 | $3,100+157.1% | $4,672+70.6% | $2,755+189.3% |
| Participant deferral / active EE | $5,423 | $3,452+57.1% | $5,626-3.6% | $4,296+26.2% |
| Admin fee / account holder | $2,051 | $7,997-74.4% | $15,912-87.1% | $6,918-70.3% |