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 | $64,326 | $100,773-36.2% | $88,946-27.7% | $142,382-54.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 18.01% | 70.18%-52.2pp | 57.82%-39.8pp | 217.08%-199.1pp |
| Employer contribution / active EE | $3,812 | $2,918+30.7% | $2,555+49.2% | $4,299-11.3% |
| Participant deferral / active EE | $9,920 | $5,230+89.7% | $4,581+116.5% | $6,507+52.4% |
| Admin fee / account holder | $301 | $9,693-96.9% | $8,261-96.4% | $12,624-97.6% |