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 | $69,218 | $77,899-11.1% | $149,673-53.8% | $75,163-7.9% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 20.36% | 31.72%-11.4pp | 134.42%-114.1pp | 160.62%-140.3pp |
| Employer contribution / active EE | $6,491 | $3,137+106.9% | $4,818+34.7% | $2,670+143.1% |
| Participant deferral / active EE | $4,018 | $3,411+17.8% | $5,680-29.3% | $4,125-2.6% |
| Admin fee / account holder | $1,305 | $5,956-78.1% | $13,210-90.1% | $5,651-76.9% |