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 6-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 | $80,804 | $100,773-19.8% | $88,946-9.2% | $142,382-43.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 18.99% | 70.18%-51.2pp | 57.82%-38.8pp | 217.08%-198.1pp |
| Employer contribution / active EE | $6,137 | $2,918+110.3% | $2,555+140.2% | $4,299+42.7% |
| Participant deferral / active EE | $20,050 | $5,230+283.3% | $4,581+337.6% | $6,507+208.1% |
| Admin fee / account holder | $7,759 | $9,693-20.0% | $8,261-6.1% | $12,624-38.5% |