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 6-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 | $66,086 | $106,515-38.0% | $96,683-31.6% | $139,434-52.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 43.60% | 38.43%+5.2pp | 35.69%+7.9pp | 372.94%-329.3pp |
| Employer contribution / active EE | $1,038 | $4,103-74.7% | $3,737-72.2% | $4,751-78.2% |
| Participant deferral / active EE | $18,900 | $5,454+246.5% | $4,878+287.4% | $6,710+181.7% |
| Admin fee / account holder | $887 | $7,877-88.7% | $6,730-86.8% | $11,403-92.2% |