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 | $48,837 | $114,381-57.3% | $107,525-54.6% | $142,382-65.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 21.66% | 242.71%-221.0pp | 181.32%-159.7pp | 217.08%-195.4pp |
| Employer contribution / active EE | $7,777 | $4,015+93.7% | $3,754+107.2% | $4,299+80.9% |
| Participant deferral / active EE | $6,355 | $5,564+14.2% | $5,116+24.2% | $6,507-2.3% |
| Admin fee / account holder | $1,383 | $9,860-86.0% | $8,919-84.5% | $12,624-89.0% |