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 3-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 | $60,487 | $93,170-35.1% | $100,534-39.8% | $84,808-28.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 80.6%+19.4pp | 68.3%+31.7pp |
| Annual return | 52.47% | 47.13%+5.3pp | 32.66%+19.8pp | 40.90%+11.6pp |
| Employer contribution / active EE | $9,508 | $3,985+138.6% | $4,346+118.7% | $2,631+261.4% |
| Participant deferral / active EE | $16,762 | $5,699+194.1% | $6,144+172.8% | $4,212+298.0% |
| Admin fee / account holder | $2,687 | $7,382-63.6% | $7,654-64.9% | $7,344-63.4% |