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 | $39,172 | $100,773-61.1% | $88,946-56.0% | $142,382-72.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 17.42% | 70.18%-52.8pp | 57.82%-40.4pp | 217.08%-199.7pp |
| Employer contribution / active EE | $3,047 | $2,918+4.4% | $2,555+19.3% | $4,299-29.1% |
| Participant deferral / active EE | $5,877 | $5,230+12.4% | $4,581+28.3% | $6,507-9.7% |
| Admin fee / account holder | $1,022 | $9,693-89.5% | $8,261-87.6% | $12,624-91.9% |