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 | $75,874 | $106,749-28.9% | $145,433-47.8% | $82,448-8.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 29.20% | 27.59%+1.6pp | 66.58%-37.4pp | 41.64%-12.4pp |
| Employer contribution / active EE | $4,660 | $3,444+35.3% | $4,554+2.3% | $2,551+82.7% |
| Participant deferral / active EE | $11,629 | $6,519+78.4% | $7,897+47.3% | $4,139+180.9% |
| Admin fee / account holder | $348 | $8,390-95.9% | $13,129-97.4% | $7,234-95.2% |