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 | $107,626 | $140,940-23.6% | $112,229-4.1% | $139,434-22.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.88% | 32.71%-14.8pp | 30.20%-12.3pp | 372.94%-355.1pp |
| Employer contribution / active EE | $3,633 | $4,283-15.2% | $3,430+5.9% | $4,751-23.5% |
| Participant deferral / active EE | $9,283 | $5,874+58.0% | $4,798+93.5% | $6,710+38.3% |
| Admin fee / account holder | $1,008 | $9,954-89.9% | $7,748-87.0% | $11,403-91.2% |