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 | $57,049 | $179,726-68.3% | $156,263-63.5% | $142,382-59.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 18.84% | 77.86%-59.0pp | 59.47%-40.6pp | 217.08%-198.2pp |
| Employer contribution / active EE | $3,592 | $5,069-29.2% | $4,333-17.1% | $4,299-16.5% |
| Participant deferral / active EE | $11,422 | $6,956+64.2% | $6,158+85.5% | $6,507+75.5% |
| Admin fee / account holder | $1,321 | $17,272-92.3% | $14,255-90.7% | $12,624-89.5% |