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 | $65,197 | $115,882-43.7% | $100,516-35.1% | $158,922-59.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 13.35% | 34.79%-21.4pp | 30.89%-17.5pp | 302.83%-289.5pp |
| Employer contribution / active EE | $2,220 | $4,103-45.9% | $3,418-35.0% | $4,761-53.4% |
| Participant deferral / active EE | $6,084 | $6,674-8.8% | $6,270-3.0% | $5,982+1.7% |
| Admin fee / account holder | $4,567 | $10,995-58.5% | $8,081-43.5% | $11,246-59.4% |