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 | $67,721 | $54,705+23.8% | $71,209-4.9% | $84,808-20.1% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 14.55% | 35.90%-21.3pp | 282.51%-268.0pp | 40.90%-26.3pp |
| Employer contribution / active EE | $3,783 | $2,158+75.3% | $2,721+39.0% | $2,631+43.8% |
| Participant deferral / active EE | $7,283 | $3,030+140.3% | $4,175+74.4% | $4,212+72.9% |
| Admin fee / account holder | $2,210 | $4,863-54.6% | $5,349-58.7% | $7,344-69.9% |