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 8-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 | $39,458 | $100,773-60.8% | $88,946-55.6% | $142,382-72.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 22.51% | 70.18%-47.7pp | 57.82%-35.3pp | 217.08%-194.6pp |
| Employer contribution / active EE | $7,147 | $2,918+145.0% | $2,555+179.7% | $4,299+66.3% |
| Participant deferral / active EE | $8,804 | $5,230+68.3% | $4,581+92.2% | $6,507+35.3% |
| Admin fee / account holder | $3,287 | $9,693-66.1% | $8,261-60.2% | $12,624-74.0% |