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 | $62,488 | $80,968-22.8% | $96,544-35.3% | $75,163-16.9% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 22.05% | 27.06%-5.0pp | 25.84%-3.8pp | 160.62%-138.6pp |
| Employer contribution / active EE | $3,797 | $2,282+66.4% | $2,965+28.1% | $2,670+42.2% |
| Participant deferral / active EE | $0 | $3,928-100.0% | $4,851-100.0% | $4,125-100.0% |
| Admin fee / account holder | $2,373 | $6,724-64.7% | $8,252-71.2% | $5,651-58.0% |