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 | $51,754 | $127,264-59.3% | $109,895-52.9% | $167,490-69.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 15.40% | 22.97%-7.6pp | 29.45%-14.1pp | 478.56%-463.2pp |
| Employer contribution / active EE | $5,053 | $3,322+52.1% | $2,842+77.8% | $4,837+4.4% |
| Participant deferral / active EE | $9,360 | $4,514+107.3% | $4,048+131.2% | $6,341+47.6% |
| Admin fee / account holder | $41,612 | $7,114+484.9% | $6,066+586.0% | $12,309+238.1% |