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 | $32,235 | $110,261-70.8% | $95,745-66.3% | $139,434-76.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 15.39% | 27.11%-11.7pp | 28.35%-13.0pp | 372.94%-357.6pp |
| Employer contribution / active EE | $3,670 | $3,257+12.7% | $2,835+29.5% | $4,751-22.8% |
| Participant deferral / active EE | $6,968 | $4,676+49.0% | $4,245+64.2% | $6,710+3.8% |
| Admin fee / account holder | $8,855 | $6,613+33.9% | $5,678+56.0% | $11,403-22.3% |