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 7-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 | $47,576 | $78,422-39.3% | $95,952-50.4% | $79,858-40.4% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 18.60% | 19.37%-0.8pp | 91.61%-73.0pp | 31.71%-13.1pp |
| Employer contribution / active EE | $3,269 | $1,945+68.0% | $2,541+28.6% | $2,471+32.3% |
| Participant deferral / active EE | $5,258 | $3,440+52.8% | $4,167+26.2% | $3,740+40.6% |
| Admin fee / account holder | $1,382 | $5,622-75.4% | $6,795-79.7% | $5,306-74.0% |