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 | $44,005 | $102,317-57.0% | $146,958-70.1% | $80,856-45.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 12.37% | 134.76%-122.4pp | 418.34%-406.0pp | 35.59%-23.2pp |
| Employer contribution / active EE | $3,951 | $3,713+6.4% | $4,933-19.9% | $2,755+43.4% |
| Participant deferral / active EE | $4,959 | $6,644-25.4% | $8,070-38.6% | $4,296+15.4% |
| Admin fee / account holder | $1,989 | $7,941-75.0% | $12,998-84.7% | $6,918-71.3% |