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 | $106,749-15.4% | $145,433-37.9% | $82,448+9.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 20.75% | 27.59%-6.8pp | 66.58%-45.8pp | 41.64%-20.9pp |
| Employer contribution / active EE | $13,599 | $3,444+294.8% | $4,554+198.6% | $2,551+433.1% |
| Participant deferral / active EE | $8,603 | $6,519+32.0% | $7,897+8.9% | $4,139+107.8% |
| Admin fee / account holder | $3,076 | $8,390-63.3% | $13,129-76.6% | $7,234-57.5% |