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 8-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 | $74,179 | $93,571-20.7% | $135,903-45.4% | $75,163-1.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 18.35% | 30.90%-12.5pp | 68.23%-49.9pp | 160.62%-142.3pp |
| Employer contribution / active EE | $4,391 | $3,537+24.1% | $4,856-9.6% | $2,670+64.5% |
| Participant deferral / active EE | $5,810 | $6,404-9.3% | $7,758-25.1% | $4,125+40.8% |
| Admin fee / account holder | $3,567 | $6,975-48.9% | $10,762-66.9% | $5,651-36.9% |