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 8-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 | $62,489 | $117,983-47.0% | $101,794-38.6% | $142,382-56.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 14.27% | 36.92%-22.7pp | 30.53%-16.3pp | 217.08%-202.8pp |
| Employer contribution / active EE | $4,073 | $2,773+46.9% | $2,289+77.9% | $4,299-5.3% |
| Participant deferral / active EE | $9,630 | $4,714+104.3% | $4,084+135.8% | $6,507+48.0% |
| Admin fee / account holder | $3,853 | $10,433-63.1% | $8,777-56.1% | $12,624-69.5% |