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 | $53,974 | $55,706-3.1% | $75,886-28.9% | $72,985-26.0% |
| Participation rate | 97.3% | 61.1%+36.2pp | 69.3%+28.0pp | 69.5%+27.8pp |
| Annual return | 163.07% | 27.59%+135.5pp | 30.76%+132.3pp | 81.00%+82.1pp |
| Employer contribution / active EE | $12,006 | $1,687+611.9% | $2,500+380.2% | $2,440+392.1% |
| Participant deferral / active EE | $0 | $2,634-100.0% | $3,603-100.0% | $3,607-100.0% |
| Admin fee / account holder | $8,861 | $3,978+122.7% | $5,418+63.5% | $5,124+72.9% |