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 | $44,634 | $81,460-45.2% | $103,333-56.8% | $80,856-44.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 63.10% | 25.55%+37.6pp | 24.88%+38.2pp | 35.59%+27.5pp |
| Employer contribution / active EE | $9,086 | $3,105+192.6% | $3,868+134.9% | $2,755+229.8% |
| Participant deferral / active EE | $7,006 | $3,869+81.1% | $5,057+38.5% | $4,296+63.1% |
| Admin fee / account holder | $1,078 | $6,566-83.6% | $8,355-87.1% | $6,918-84.4% |