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 | $31,634 | $127,065-75.1% | $113,168-72.0% | $142,382-77.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 20.59% | 24.03%-3.4pp | 24.27%-3.7pp | 217.08%-196.5pp |
| Employer contribution / active EE | $13,762 | $3,442+299.8% | $2,975+362.5% | $4,299+220.1% |
| Participant deferral / active EE | $7,648 | $5,716+33.8% | $5,107+49.8% | $6,507+17.5% |
| Admin fee / account holder | $4,964 | $15,736-68.5% | $12,068-58.9% | $12,624-60.7% |