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 9-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 | $59,723 | $82,032-27.2% | $123,104-51.5% | $59,632+0.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | 19.63% | 5.12%+14.5pp | 13.22%+6.4pp | 2041.28%-2021.7pp |
| Employer contribution / active EE | $7,005 | $3,297+112.5% | $5,151+36.0% | $2,203+218.1% |
| Participant deferral / active EE | $11,240 | $4,667+140.9% | $6,230+80.4% | $3,192+252.2% |
| Admin fee / account holder | $3,617 | $5,881-38.5% | $9,015-59.9% | $4,297-15.8% |