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 5-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 | $42,482 | $109,881-61.3% | $150,045-71.7% | $84,808-49.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 47.25% | 28.25%+19.0pp | 62.55%-15.3pp | 40.90%+6.4pp |
| Employer contribution / active EE | $7,702 | $3,561+116.3% | $4,693+64.1% | $2,631+192.7% |
| Participant deferral / active EE | $4,382 | $6,636-34.0% | $7,997-45.2% | $4,212+4.0% |
| Admin fee / account holder | $3,120 | $8,568-63.6% | $13,435-76.8% | $7,344-57.5% |