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 | $55,507 | $100,773-44.9% | $88,946-37.6% | $142,382-61.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 15.21% | 70.18%-55.0pp | 57.82%-42.6pp | 217.08%-201.9pp |
| Employer contribution / active EE | $4,969 | $2,918+70.3% | $2,555+94.5% | $4,299+15.6% |
| Participant deferral / active EE | $3,304 | $5,230-36.8% | $4,581-27.9% | $6,507-49.2% |
| Admin fee / account holder | $1,119 | $9,693-88.5% | $8,261-86.5% | $12,624-91.1% |