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 | $88,859 | $95,803-7.2% | $113,168-21.5% | $84,808+4.8% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 16.00% | 25.00%-9.0pp | 24.27%-8.3pp | 40.90%-24.9pp |
| Employer contribution / active EE | $9,064 | $2,360+284.1% | $2,975+204.6% | $2,631+244.5% |
| Participant deferral / active EE | $7,509 | $4,242+77.0% | $5,107+47.0% | $4,212+78.3% |
| Admin fee / account holder | $3,055 | $8,989-66.0% | $12,068-74.7% | $7,344-58.4% |