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 4-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 | $38,968 | $95,266-59.1% | $82,389-52.7% | $142,382-72.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 26.12% | 25.74%+0.4pp | 28.67%-2.5pp | 217.08%-191.0pp |
| Employer contribution / active EE | $1,452 | $2,991-51.4% | $2,517-42.3% | $4,299-66.2% |
| Participant deferral / active EE | $9,928 | $4,809+106.4% | $4,155+139.0% | $6,507+52.6% |
| Admin fee / account holder | $4,589 | $8,563-46.4% | $7,231-36.5% | $12,624-63.6% |