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 | $64,490 | $85,766-24.8% | $136,294-52.7% | $70,131-8.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 28.22% | 31.45%-3.2pp | 5155.94%-5127.7pp | 73.14%-44.9pp |
| Employer contribution / active EE | $18,781 | $2,966+533.2% | $4,695+300.0% | $2,342+701.8% |
| Participant deferral / active EE | $11,166 | $5,051+121.1% | $6,247+78.7% | $3,332+235.2% |
| Admin fee / account holder | $2,911 | $5,420-46.3% | $9,243-68.5% | $4,645-37.3% |