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 | $116,275 | $177,572-34.5% | $154,803-24.9% | $142,382-18.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 21.95% | 65.07%-43.1pp | 58.88%-36.9pp | 217.08%-195.1pp |
| Employer contribution / active EE | $7,747 | $4,810+61.0% | $4,305+79.9% | $4,299+80.2% |
| Participant deferral / active EE | $6,730 | $6,272+7.3% | $5,540+21.5% | $6,507+3.4% |
| Admin fee / account holder | $3,504 | $16,786-79.1% | $14,329-75.5% | $12,624-72.2% |