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 | $63,503 | $100,773-37.0% | $88,946-28.6% | $142,382-55.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 13.81% | 70.18%-56.4pp | 57.82%-44.0pp | 217.08%-203.3pp |
| Employer contribution / active EE | $1,075 | $2,918-63.2% | $2,555-57.9% | $4,299-75.0% |
| Participant deferral / active EE | $6,912 | $5,230+32.2% | $4,581+50.9% | $6,507+6.2% |
| Admin fee / account holder | $1,641 | $9,693-83.1% | $8,261-80.1% | $12,624-87.0% |