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 | $33,862 | $79,944-57.6% | $98,439-65.6% | $75,163-54.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 16.16% | 19.75%-3.6pp | 21.16%-5.0pp | 160.62%-144.5pp |
| Employer contribution / active EE | $2,119 | $2,264-6.4% | $3,048-30.5% | $2,670-20.6% |
| Participant deferral / active EE | $4,280 | $3,752+14.1% | $4,738-9.7% | $4,125+3.8% |
| Admin fee / account holder | $2,690 | $6,840-60.7% | $8,948-69.9% | $5,651-52.4% |