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 | $124,579 | $177,572-29.8% | $154,803-19.5% | $142,382-12.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 12.50% | 65.07%-52.6pp | 58.88%-46.4pp | 217.08%-204.6pp |
| Employer contribution / active EE | $3,269 | $4,810-32.0% | $4,305-24.1% | $4,299-24.0% |
| Participant deferral / active EE | $8,324 | $6,272+32.7% | $5,540+50.2% | $6,507+27.9% |
| Admin fee / account holder | $71,832 | $16,786+327.9% | $14,329+401.3% | $12,624+469.0% |