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 | $70,494 | $100,773-30.0% | $88,946-20.7% | $142,382-50.5% |
| Participation rate | 94.4% | 74.3%+20.2pp | 68.8%+25.6pp | 80.1%+14.3pp |
| Annual return | 18.46% | 70.18%-51.7pp | 57.82%-39.4pp | 217.08%-198.6pp |
| Employer contribution / active EE | $6,321 | $2,918+116.6% | $2,555+147.4% | $4,299+47.0% |
| Participant deferral / active EE | $7,330 | $5,230+40.1% | $4,581+60.0% | $6,507+12.6% |
| Admin fee / account holder | $6,420 | $9,693-33.8% | $8,261-22.3% | $12,624-49.1% |