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 | $55,471 | $77,314-28.3% | $177,989-68.8% | $80,856-31.4% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 13.10% | 18.09%-5.0pp | 294.48%-281.4pp | 35.59%-22.5pp |
| Employer contribution / active EE | $4,580 | $2,292+99.8% | $3,949+16.0% | $2,755+66.3% |
| Participant deferral / active EE | $7,898 | $4,411+79.1% | $6,276+25.8% | $4,296+83.9% |
| Admin fee / account holder | $2,795 | $7,191-61.1% | $10,363-73.0% | $6,918-59.6% |