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 | $143,375 | $146,267-2.0% | $197,124-27.3% | $82,448+73.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 19.80% | 29.61%-9.8pp | 44.34%-24.5pp | 41.64%-21.8pp |
| Employer contribution / active EE | $6,877 | $4,723+45.6% | $6,227+10.4% | $2,551+169.6% |
| Participant deferral / active EE | $14,573 | $7,035+107.2% | $9,135+59.5% | $4,139+252.1% |
| Admin fee / account holder | $4,474 | $14,422-69.0% | $16,298-72.5% | $7,234-38.2% |