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 3-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 | $30,977 | $109,881-71.8% | $150,045-79.4% | $84,808-63.5% |
| Participation rate | 96.0% | 76.1%+19.9pp | 82.3%+13.7pp | 68.3%+27.7pp |
| Annual return | 22.83% | 28.25%-5.4pp | 62.55%-39.7pp | 40.90%-18.1pp |
| Employer contribution / active EE | $3,065 | $3,561-13.9% | $4,693-34.7% | $2,631+16.5% |
| Participant deferral / active EE | $7,645 | $6,636+15.2% | $7,997-4.4% | $4,212+81.5% |
| Admin fee / account holder | $637 | $8,568-92.6% | $13,435-95.3% | $7,344-91.3% |