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 | $81,432 | $110,261-26.1% | $95,745-14.9% | $139,434-41.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 11.83% | 27.11%-15.3pp | 28.35%-16.5pp | 372.94%-361.1pp |
| Employer contribution / active EE | $7,358 | $3,257+125.9% | $2,835+159.6% | $4,751+54.9% |
| Participant deferral / active EE | $12,063 | $4,676+158.0% | $4,245+184.2% | $6,710+79.8% |
| Admin fee / account holder | $4,311 | $6,613-34.8% | $5,678-24.1% | $11,403-62.2% |