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 | $68,163 | $108,825-37.4% | $156,181-56.4% | $82,448-17.3% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 15.36% | 20.59%-5.2pp | 64.87%-49.5pp | 41.64%-26.3pp |
| Employer contribution / active EE | $4,782 | $2,870+66.6% | $4,294+11.4% | $2,551+87.5% |
| Participant deferral / active EE | $4,202 | $4,577-8.2% | $6,132-31.5% | $4,139+1.5% |
| Admin fee / account holder | $1,181 | $9,341-87.4% | $14,586-91.9% | $7,234-83.7% |