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 | $36,532 | $81,208-55.0% | $98,907-63.1% | $79,858-54.3% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 23.85% | 60.99%-37.1pp | 196.43%-172.6pp | 31.71%-7.9pp |
| Employer contribution / active EE | $2,071 | $1,960+5.7% | $2,689-23.0% | $2,471-16.2% |
| Participant deferral / active EE | $3,762 | $3,265+15.2% | $4,244-11.4% | $3,740+0.6% |
| Admin fee / account holder | $638 | $6,013-89.4% | $6,642-90.4% | $5,306-88.0% |