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 | $62,934 | $100,773-37.5% | $88,946-29.2% | $142,382-55.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 21.82% | 70.18%-48.4pp | 57.82%-36.0pp | 217.08%-195.3pp |
| Employer contribution / active EE | $3,592 | $2,918+23.1% | $2,555+40.6% | $4,299-16.5% |
| Participant deferral / active EE | $7,821 | $5,230+49.5% | $4,581+70.7% | $6,507+20.2% |
| Admin fee / account holder | $2,514 | $9,693-74.1% | $8,261-69.6% | $12,624-80.1% |