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 | $65,133 | $55,706+16.9% | $75,886-14.2% | $72,985-10.8% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | 24.09% | 27.59%-3.5pp | 30.76%-6.7pp | 81.00%-56.9pp |
| Employer contribution / active EE | $4,744 | $1,687+181.2% | $2,500+89.7% | $2,440+94.4% |
| Participant deferral / active EE | $11,740 | $2,634+345.7% | $3,603+225.8% | $3,607+225.4% |
| Admin fee / account holder | $2,267 | $3,978-43.0% | $5,418-58.2% | $5,124-55.8% |