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 | $51,006 | $93,571-45.5% | $135,903-62.5% | $75,163-32.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 25.48% | 30.90%-5.4pp | 68.23%-42.8pp | 160.62%-135.1pp |
| Employer contribution / active EE | $4,398 | $3,537+24.4% | $4,856-9.4% | $2,670+64.7% |
| Participant deferral / active EE | $13,264 | $6,404+107.1% | $7,758+71.0% | $4,125+221.5% |
| Admin fee / account holder | $3,204 | $6,975-54.1% | $10,762-70.2% | $5,651-43.3% |