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 | $65,371 | $148,978-56.1% | $200,582-67.4% | $84,808-22.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 23.53% | 28.16%-4.6pp | 42.33%-18.8pp | 40.90%-17.4pp |
| Employer contribution / active EE | $9,635 | $4,815+100.1% | $6,419+50.1% | $2,631+266.2% |
| Participant deferral / active EE | $13,795 | $7,142+93.1% | $9,331+47.8% | $4,212+227.5% |
| Admin fee / account holder | $462 | $13,977-96.7% | $16,305-97.2% | $7,344-93.7% |