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 6-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 | $43,381 | $100,773-57.0% | $88,946-51.2% | $142,382-69.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 18.88% | 70.18%-51.3pp | 57.82%-38.9pp | 217.08%-198.2pp |
| Employer contribution / active EE | $3,113 | $2,918+6.7% | $2,555+21.8% | $4,299-27.6% |
| Participant deferral / active EE | $12,315 | $5,230+135.5% | $4,581+168.8% | $6,507+89.3% |
| Admin fee / account holder | $396 | $9,693-95.9% | $8,261-95.2% | $12,624-96.9% |