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 | $78,184 | $88,672-11.8% | $105,223-25.7% | $82,448-5.2% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 15.93% | 30.86%-14.9pp | 180.65%-164.7pp | 41.64%-25.7pp |
| Employer contribution / active EE | $2,280 | $3,048-25.2% | $3,689-38.2% | $2,551-10.6% |
| Participant deferral / active EE | $4,937 | $4,036+22.3% | $5,072-2.6% | $4,139+19.3% |
| Admin fee / account holder | $6,991 | $7,146-2.2% | $8,859-21.1% | $7,234-3.4% |