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 | $62,138 | $148,978-58.3% | $200,582-69.0% | $84,808-26.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 20.85% | 28.16%-7.3pp | 42.33%-21.5pp | 40.90%-20.0pp |
| Employer contribution / active EE | $2,211 | $4,815-54.1% | $6,419-65.6% | $2,631-16.0% |
| Participant deferral / active EE | $4,086 | $7,142-42.8% | $9,331-56.2% | $4,212-3.0% |
| Admin fee / account holder | $982 | $13,977-93.0% | $16,305-94.0% | $7,344-86.6% |