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 | $47,880 | $110,261-56.6% | $95,745-50.0% | $139,434-65.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 17.27% | 27.11%-9.8pp | 28.35%-11.1pp | 372.94%-355.7pp |
| Employer contribution / active EE | $5,675 | $3,257+74.2% | $2,835+100.2% | $4,751+19.4% |
| Participant deferral / active EE | $6,709 | $4,676+43.5% | $4,245+58.1% | $6,7100% |
| Admin fee / account holder | $1,608 | $6,613-75.7% | $5,678-71.7% | $11,403-85.9% |