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 | $94,684 | $109,881-13.8% | $150,045-36.9% | $84,808+11.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 24.25% | 28.25%-4.0pp | 62.55%-38.3pp | 40.90%-16.6pp |
| Employer contribution / active EE | $5,815 | $3,561+63.3% | $4,693+23.9% | $2,631+121.0% |
| Participant deferral / active EE | $11,758 | $6,636+77.2% | $7,997+47.0% | $4,212+179.2% |
| Admin fee / account holder | $2,413 | $8,568-71.8% | $13,435-82.0% | $7,344-67.1% |