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 | $76,697 | $109,881-30.2% | $150,045-48.9% | $84,808-9.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 22.51% | 28.25%-5.7pp | 62.55%-40.0pp | 40.90%-18.4pp |
| Employer contribution / active EE | $5,703 | $3,561+60.1% | $4,693+21.5% | $2,631+116.8% |
| Participant deferral / active EE | $15,520 | $6,636+133.9% | $7,997+94.1% | $4,212+268.5% |
| Admin fee / account holder | $8,670 | $8,568+1.2% | $13,435-35.5% | $7,344+18.1% |