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 9-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 | $73,611 | $79,944-7.9% | $98,439-25.2% | $75,163-2.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 23.75% | 19.75%+4.0pp | 21.16%+2.6pp | 160.62%-136.9pp |
| Employer contribution / active EE | $2,214 | $2,264-2.2% | $3,048-27.4% | $2,670-17.1% |
| Participant deferral / active EE | $6,507 | $3,752+73.4% | $4,738+37.3% | $4,125+57.7% |
| Admin fee / account holder | $5,739 | $6,840-16.1% | $8,948-35.9% | $5,651+1.6% |