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 | $57,685 | $179,726-67.9% | $156,263-63.1% | $142,382-59.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 14.62% | 77.86%-63.2pp | 59.47%-44.9pp | 217.08%-202.5pp |
| Employer contribution / active EE | $6,306 | $5,069+24.4% | $4,333+45.5% | $4,299+46.7% |
| Participant deferral / active EE | $17,333 | $6,956+149.2% | $6,158+181.5% | $6,507+166.4% |
| Admin fee / account holder | $8,275 | $17,272-52.1% | $14,255-41.9% | $12,624-34.4% |