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 | $45,128 | $100,773-55.2% | $88,946-49.3% | $142,382-68.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 17.79% | 70.18%-52.4pp | 57.82%-40.0pp | 217.08%-199.3pp |
| Employer contribution / active EE | $2,888 | $2,918-1.0% | $2,555+13.0% | $4,299-32.8% |
| Participant deferral / active EE | $12,953 | $5,230+147.7% | $4,581+182.7% | $6,507+99.1% |
| Admin fee / account holder | $3,502 | $9,693-63.9% | $8,261-57.6% | $12,624-72.3% |