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 9-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 | $32,571 | $85,766-62.0% | $136,294-76.1% | $70,131-53.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 15.85% | 31.45%-15.6pp | 5155.94%-5140.1pp | 73.14%-57.3pp |
| Employer contribution / active EE | $1,940 | $2,966-34.6% | $4,695-58.7% | $2,342-17.2% |
| Participant deferral / active EE | $7,419 | $5,051+46.9% | $6,247+18.8% | $3,332+122.7% |
| Admin fee / account holder | $3,780 | $5,420-30.3% | $9,243-59.1% | $4,645-18.6% |