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 | $33,928 | $60,022-43.5% | $88,946-61.9% | $84,808-60.0% |
| Participation rate | 100.0% | 57.8%+42.2pp | 68.8%+31.2pp | 68.3%+31.7pp |
| Annual return | 22.30% | 22.43%-0.1pp | 57.82%-35.5pp | 40.90%-18.6pp |
| Employer contribution / active EE | $2,946 | $1,703+73.0% | $2,555+15.3% | $2,631+12.0% |
| Participant deferral / active EE | $6,886 | $3,114+121.2% | $4,581+50.3% | $4,212+63.5% |
| Admin fee / account holder | $2,234 | $4,811-53.6% | $8,261-73.0% | $7,344-69.6% |