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 | $63,381 | $81,248-22.0% | $155,509-59.2% | $80,856-21.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 23.09% | 33.31%-10.2pp | 64.67%-41.6pp | 35.59%-12.5pp |
| Employer contribution / active EE | $3,394 | $3,100+9.5% | $4,672-27.4% | $2,755+23.2% |
| Participant deferral / active EE | $7,310 | $3,452+111.8% | $5,626+29.9% | $4,296+70.2% |
| Admin fee / account holder | $1,287 | $7,997-83.9% | $15,912-91.9% | $6,918-81.4% |