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 | $70,340 | $102,317-31.3% | $146,958-52.1% | $80,856-13.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 15.55% | 134.76%-119.2pp | 418.34%-402.8pp | 35.59%-20.0pp |
| Employer contribution / active EE | $8,028 | $3,713+116.2% | $4,933+62.7% | $2,755+191.4% |
| Participant deferral / active EE | $9,177 | $6,644+38.1% | $8,070+13.7% | $4,296+113.6% |
| Admin fee / account holder | $12,385 | $7,941+56.0% | $12,998-4.7% | $6,918+79.0% |