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 | $39,949 | $98,750-59.5% | $149,696-73.3% | $79,858-50.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 26.16% | 27.43%-1.3pp | 276.60%-250.4pp | 31.71%-5.6pp |
| Employer contribution / active EE | $5,733 | $3,216+78.2% | $4,644+23.4% | $2,471+132.0% |
| Participant deferral / active EE | $11,871 | $5,680+109.0% | $6,842+73.5% | $3,740+217.4% |
| Admin fee / account holder | $1,729 | $6,053-71.4% | $9,309-81.4% | $5,306-67.4% |