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 | $66,851 | $80,968-17.4% | $96,544-30.8% | $75,163-11.1% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 23.86% | 27.06%-3.2pp | 25.84%-2.0pp | 160.62%-136.8pp |
| Employer contribution / active EE | $6,450 | $2,282+182.7% | $2,965+117.5% | $2,670+141.6% |
| Participant deferral / active EE | $12,455 | $3,928+217.1% | $4,851+156.8% | $4,125+201.9% |
| Admin fee / account holder | $1,531 | $6,724-77.2% | $8,252-81.5% | $5,651-72.9% |