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 9-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 | $68,689 | $109,413-37.2% | $156,263-56.0% | $84,808-19.0% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 18.25% | 20.18%-1.9pp | 59.47%-41.2pp | 40.90%-22.6pp |
| Employer contribution / active EE | $3,572 | $2,907+22.9% | $4,333-17.6% | $2,631+35.7% |
| Participant deferral / active EE | $8,380 | $4,590+82.6% | $6,158+36.1% | $4,212+99.0% |
| Admin fee / account holder | $3,068 | $9,357-67.2% | $14,255-78.5% | $7,344-58.2% |