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 | $38,380 | $133,922-71.3% | $116,228-67.0% | $142,382-73.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 20.35% | 147.76%-127.4pp | 90.06%-69.7pp | 217.08%-196.7pp |
| Employer contribution / active EE | $5,081 | $3,446+47.5% | $2,994+69.7% | $4,299+18.2% |
| Participant deferral / active EE | $6,946 | $5,672+22.5% | $4,953+40.2% | $6,507+6.7% |
| Admin fee / account holder | $2,044 | $14,945-86.3% | $11,989-83.0% | $12,624-83.8% |