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 | $63,531 | $133,922-52.6% | $116,228-45.3% | $142,382-55.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 17.33% | 147.76%-130.4pp | 90.06%-72.7pp | 217.08%-199.7pp |
| Employer contribution / active EE | $3,195 | $3,446-7.3% | $2,994+6.7% | $4,299-25.7% |
| Participant deferral / active EE | $7,232 | $5,672+27.5% | $4,953+46.0% | $6,507+11.1% |
| Admin fee / account holder | $3,089 | $14,945-79.3% | $11,989-74.2% | $12,624-75.5% |