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 | $70,978 | $106,749-33.5% | $145,433-51.2% | $82,448-13.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 19.13% | 27.59%-8.5pp | 66.58%-47.4pp | 41.64%-22.5pp |
| Employer contribution / active EE | $6,567 | $3,444+90.7% | $4,554+44.2% | $2,551+157.4% |
| Participant deferral / active EE | $12,092 | $6,519+85.5% | $7,897+53.1% | $4,139+192.1% |
| Admin fee / account holder | $16,397 | $8,390+95.4% | $13,129+24.9% | $7,234+126.7% |