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 | $29,462 | $110,261-73.3% | $95,745-69.2% | $139,434-78.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 18.35% | 27.11%-8.8pp | 28.35%-10.0pp | 372.94%-354.6pp |
| Employer contribution / active EE | $3,574 | $3,257+9.7% | $2,835+26.1% | $4,751-24.8% |
| Participant deferral / active EE | $9,314 | $4,676+99.2% | $4,245+119.4% | $6,710+38.8% |
| Admin fee / account holder | $8,726 | $6,613+31.9% | $5,678+53.7% | $11,403-23.5% |