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 6-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 | $90,326 | $109,881-17.8% | $150,045-39.8% | $84,808+6.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 20.75% | 28.25%-7.5pp | 62.55%-41.8pp | 40.90%-20.1pp |
| Employer contribution / active EE | $13,599 | $3,561+281.9% | $4,693+189.8% | $2,631+416.9% |
| Participant deferral / active EE | $8,603 | $6,636+29.6% | $7,997+7.6% | $4,212+104.3% |
| Admin fee / account holder | $3,076 | $8,568-64.1% | $13,435-77.1% | $7,344-58.1% |