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 | $64,624 | $78,672-17.9% | $109,143-40.8% | $85,850-24.7% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 18.40% | 25.09%-6.7pp | 25.75%-7.4pp | 318.53%-300.1pp |
| Employer contribution / active EE | $7,821 | $2,735+186.0% | $3,722+110.1% | $2,565+204.9% |
| Participant deferral / active EE | $9,861 | $3,467+184.4% | $4,653+111.9% | $3,952+149.5% |
| Admin fee / account holder | $2,087 | $5,469-61.8% | $6,752-69.1% | $6,260-66.7% |