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 | $56,163 | $110,261-49.1% | $95,745-41.3% | $139,434-59.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 17.87% | 27.11%-9.2pp | 28.35%-10.5pp | 372.94%-355.1pp |
| Employer contribution / active EE | $4,601 | $3,257+41.3% | $2,835+62.3% | $4,751-3.1% |
| Participant deferral / active EE | $8,218 | $4,676+75.8% | $4,245+93.6% | $6,710+22.5% |
| Admin fee / account holder | $874 | $6,613-86.8% | $5,678-84.6% | $11,403-92.3% |