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 | $93,403 | $104,974-11.0% | $95,585-2.3% | $142,382-34.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 19.24% | 210.33%-191.1pp | 38.56%-19.3pp | 217.08%-197.8pp |
| Employer contribution / active EE | $7,915 | $2,779+184.8% | $2,527+213.3% | $4,299+84.1% |
| Participant deferral / active EE | $8,195 | $4,352+88.3% | $4,023+103.7% | $6,507+25.9% |
| Admin fee / account holder | $1,249 | $6,386-80.4% | $6,127-79.6% | $12,624-90.1% |