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 | $69,342 | $45,035+54.0% | $62,995+10.1% | $70,131-1.1% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 17.53% | 18.76%-1.2pp | 87.57%-70.0pp | 73.14%-55.6pp |
| Employer contribution / active EE | $10,815 | $2,051+427.2% | $2,759+292.0% | $2,342+361.7% |
| Participant deferral / active EE | $6,939 | $2,465+181.6% | $3,329+108.4% | $3,332+108.3% |
| Admin fee / account holder | $1,558 | $2,834-45.0% | $3,600-56.7% | $4,645-66.5% |