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 | $68,846 | $158,398-56.5% | $126,539-45.6% | $142,382-51.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 16.78% | 593.76%-577.0pp | 425.95%-409.2pp | 217.08%-200.3pp |
| Employer contribution / active EE | $3,510 | $4,650-24.5% | $3,674-4.5% | $4,299-18.4% |
| Participant deferral / active EE | $34,620 | $4,767+626.3% | $4,083+748.0% | $6,507+432.0% |
| Admin fee / account holder | $14,961 | $6,918+116.3% | $6,065+146.7% | $12,624+18.5% |