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 | $58,448 | $124,281-53.0% | $109,143-46.4% | $167,490-65.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 13.95% | 26.04%-12.1pp | 25.75%-11.8pp | 478.56%-464.6pp |
| Employer contribution / active EE | $11,148 | $4,207+165.0% | $3,722+199.5% | $4,837+130.4% |
| Participant deferral / active EE | $4,366 | $5,255-16.9% | $4,653-6.2% | $6,341-31.1% |
| Admin fee / account holder | $2,734 | $7,970-65.7% | $6,752-59.5% | $12,309-77.8% |