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 | $16,521 | $77,899-78.8% | $149,673-89.0% | $75,163-78.0% |
| Participation rate | 90.9% | 65.6%+25.3pp | 78.8%+12.1pp | 67.2%+23.7pp |
| Annual return | 26.08% | 31.72%-5.6pp | 134.42%-108.3pp | 160.62%-134.5pp |
| Employer contribution / active EE | $2,340 | $3,137-25.4% | $4,818-51.4% | $2,670-12.3% |
| Participant deferral / active EE | $11,091 | $3,411+225.2% | $5,680+95.3% | $4,125+168.9% |
| Admin fee / account holder | $5,398 | $5,956-9.4% | $13,210-59.1% | $5,651-4.5% |