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 | $32,974 | $109,881-70.0% | $150,045-78.0% | $84,808-61.1% |
| Participation rate | 98.0% | 76.1%+21.9pp | 82.3%+15.6pp | 68.3%+29.6pp |
| Annual return | 43.43% | 28.25%+15.2pp | 62.55%-19.1pp | 40.90%+2.5pp |
| Employer contribution / active EE | $3,973 | $3,561+11.6% | $4,693-15.3% | $2,631+51.0% |
| Participant deferral / active EE | $9,850 | $6,636+48.4% | $7,997+23.2% | $4,212+133.9% |
| Admin fee / account holder | $1,802 | $8,568-79.0% | $13,435-86.6% | $7,344-75.5% |