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 8-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 | $70,481 | $87,013-19.0% | $106,213-33.6% | $80,856-12.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 15.11% | 17.05%-1.9pp | 116.14%-101.0pp | 35.59%-20.5pp |
| Employer contribution / active EE | $5,263 | $2,395+119.7% | $3,171+65.9% | $2,755+91.0% |
| Participant deferral / active EE | $7,772 | $3,986+95.0% | $5,016+55.0% | $4,296+80.9% |
| Admin fee / account holder | $3,432 | $8,431-59.3% | $11,033-68.9% | $6,918-50.4% |