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 9-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 | $44,902 | $93,571-52.0% | $135,903-67.0% | $75,163-40.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 54.30% | 30.90%+23.4pp | 68.23%-13.9pp | 160.62%-106.3pp |
| Employer contribution / active EE | $4,969 | $3,537+40.5% | $4,856+2.3% | $2,670+86.1% |
| Participant deferral / active EE | $7,988 | $6,404+24.7% | $7,758+3.0% | $4,125+93.6% |
| Admin fee / account holder | $3,377 | $6,975-51.6% | $10,762-68.6% | $5,651-40.2% |