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 | $61,136 | $77,314-20.9% | $177,989-65.7% | $80,856-24.4% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 17.92% | 18.09%-0.2pp | 294.48%-276.6pp | 35.59%-17.7pp |
| Employer contribution / active EE | $3,473 | $2,292+51.5% | $3,949-12.1% | $2,755+26.1% |
| Participant deferral / active EE | $8,171 | $4,411+85.3% | $6,276+30.2% | $4,296+90.2% |
| Admin fee / account holder | $402 | $7,191-94.4% | $10,363-96.1% | $6,918-94.2% |