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 | $51,887 | $93,571-44.5% | $135,903-61.8% | $75,163-31.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 28.19% | 30.90%-2.7pp | 68.23%-40.0pp | 160.62%-132.4pp |
| Employer contribution / active EE | $4,200 | $3,537+18.8% | $4,856-13.5% | $2,670+57.3% |
| Participant deferral / active EE | $14,477 | $6,404+126.1% | $7,758+86.6% | $4,125+251.0% |
| Admin fee / account holder | $994 | $6,975-85.7% | $10,762-90.8% | $5,651-82.4% |