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 | $79,877 | $100,773-20.7% | $88,946-10.2% | $142,382-43.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 17.48% | 70.18%-52.7pp | 57.82%-40.3pp | 217.08%-199.6pp |
| Employer contribution / active EE | $3,141 | $2,918+7.7% | $2,555+22.9% | $4,299-26.9% |
| Participant deferral / active EE | $11,533 | $5,230+120.5% | $4,581+151.7% | $6,507+77.2% |
| Admin fee / account holder | $1,651 | $9,693-83.0% | $8,261-80.0% | $12,624-86.9% |