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 | $51,697 | $140,940-63.3% | $112,229-53.9% | $139,434-62.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 20.13% | 32.71%-12.6pp | 30.20%-10.1pp | 372.94%-352.8pp |
| Employer contribution / active EE | $3,902 | $4,283-8.9% | $3,430+13.8% | $4,751-17.9% |
| Participant deferral / active EE | $7,049 | $5,874+20.0% | $4,798+46.9% | $6,710+5.0% |
| Admin fee / account holder | $4,593 | $9,954-53.9% | $7,748-40.7% | $11,403-59.7% |