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 | $74,921 | $98,750-24.1% | $149,696-50.0% | $79,858-6.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 18.87% | 27.43%-8.6pp | 276.60%-257.7pp | 31.71%-12.8pp |
| Employer contribution / active EE | $4,532 | $3,216+40.9% | $4,644-2.4% | $2,471+83.4% |
| Participant deferral / active EE | $9,266 | $5,680+63.1% | $6,842+35.4% | $3,740+147.8% |
| Admin fee / account holder | $594 | $6,053-90.2% | $9,309-93.6% | $5,306-88.8% |