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 | $148,978-3.8% | $200,582-28.5% | $84,808+69.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 19.80% | 28.16%-8.4pp | 42.33%-22.5pp | 40.90%-21.1pp |
| Employer contribution / active EE | $6,877 | $4,815+42.8% | $6,419+7.1% | $2,631+161.4% |
| Participant deferral / active EE | $14,573 | $7,142+104.0% | $9,331+56.2% | $4,212+246.0% |
| Admin fee / account holder | $4,474 | $13,977-68.0% | $16,305-72.6% | $7,344-39.1% |