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 | $63,574 | $100,773-36.9% | $88,946-28.5% | $142,382-55.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 19.04% | 70.18%-51.1pp | 57.82%-38.8pp | 217.08%-198.0pp |
| Employer contribution / active EE | $3,843 | $2,918+31.7% | $2,555+50.4% | $4,299-10.6% |
| Participant deferral / active EE | $9,888 | $5,230+89.0% | $4,581+115.8% | $6,507+51.9% |
| Admin fee / account holder | $555 | $9,693-94.3% | $8,261-93.3% | $12,624-95.6% |