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 | $45,524 | $93,571-51.3% | $135,903-66.5% | $75,163-39.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 25.66% | 30.90%-5.2pp | 68.23%-42.6pp | 160.62%-135.0pp |
| Employer contribution / active EE | $6,942 | $3,537+96.3% | $4,856+42.9% | $2,670+160.0% |
| Participant deferral / active EE | $10,512 | $6,404+64.1% | $7,758+35.5% | $4,125+154.8% |
| Admin fee / account holder | $11,718 | $6,975+68.0% | $10,762+8.9% | $5,651+107.4% |