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 6-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 | $72,392 | $140,940-48.6% | $112,229-35.5% | $139,434-48.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 19.54% | 32.71%-13.2pp | 30.20%-10.7pp | 372.94%-353.4pp |
| Employer contribution / active EE | $2,197 | $4,283-48.7% | $3,430-36.0% | $4,751-53.8% |
| Participant deferral / active EE | $13,784 | $5,874+134.7% | $4,798+187.3% | $6,710+105.4% |
| Admin fee / account holder | $7,952 | $9,954-20.1% | $7,748+2.6% | $11,403-30.3% |