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 | $70,669 | $102,317-30.9% | $146,958-51.9% | $80,856-12.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 18.45% | 134.76%-116.3pp | 418.34%-399.9pp | 35.59%-17.1pp |
| Employer contribution / active EE | $4,112 | $3,713+10.7% | $4,933-16.6% | $2,755+49.3% |
| Participant deferral / active EE | $11,258 | $6,644+69.5% | $8,070+39.5% | $4,296+162.1% |
| Admin fee / account holder | $1,827 | $7,941-77.0% | $12,998-85.9% | $6,918-73.6% |