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 6-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 | $78,314 | $109,881-28.7% | $150,045-47.8% | $84,808-7.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 26.38% | 28.25%-1.9pp | 62.55%-36.2pp | 40.90%-14.5pp |
| Employer contribution / active EE | $6,045 | $3,561+69.7% | $4,693+28.8% | $2,631+129.7% |
| Participant deferral / active EE | $11,885 | $6,636+79.1% | $7,997+48.6% | $4,212+182.2% |
| Admin fee / account holder | $10,241 | $8,568+19.5% | $13,435-23.8% | $7,344+39.4% |