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 | $79,572 | $89,753-11.3% | $107,525-26.0% | $84,808-6.2% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 15.98% | 29.48%-13.5pp | 181.32%-165.3pp | 40.90%-24.9pp |
| Employer contribution / active EE | $12,302 | $3,113+295.1% | $3,754+227.7% | $2,631+367.6% |
| Participant deferral / active EE | $3,143 | $4,056-22.5% | $5,116-38.6% | $4,212-25.4% |
| Admin fee / account holder | $8,260 | $7,222+14.4% | $8,919-7.4% | $7,344+12.5% |