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 | $58,993 | $94,625-37.7% | $116,228-49.2% | $84,808-30.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 22.02% | 20.40%+1.6pp | 90.06%-68.0pp | 40.90%-18.9pp |
| Employer contribution / active EE | $6,363 | $2,347+171.1% | $2,994+112.5% | $2,631+141.8% |
| Participant deferral / active EE | $10,580 | $3,972+166.4% | $4,953+113.6% | $4,212+151.2% |
| Admin fee / account holder | $2,301 | $10,091-77.2% | $11,989-80.8% | $7,344-68.7% |