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 7-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 | $25,167 | $77,899-67.7% | $149,673-83.2% | $75,163-66.5% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 16.76% | 31.72%-15.0pp | 134.42%-117.7pp | 160.62%-143.9pp |
| Employer contribution / active EE | $4,142 | $3,137+32.0% | $4,818-14.0% | $2,670+55.2% |
| Participant deferral / active EE | $3,876 | $3,411+13.6% | $5,680-31.8% | $4,125-6.0% |
| Admin fee / account holder | $3,104 | $5,956-47.9% | $13,210-76.5% | $5,651-45.1% |