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 | $63,604 | $80,717-21.2% | $154,803-58.9% | $84,808-25.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 14.09% | 37.96%-23.9pp | 58.88%-44.8pp | 40.90%-26.8pp |
| Employer contribution / active EE | $6,070 | $2,761+119.8% | $4,305+41.0% | $2,631+130.7% |
| Participant deferral / active EE | $5,673 | $3,303+71.7% | $5,540+2.4% | $4,212+34.7% |
| Admin fee / account holder | $825 | $6,746-87.8% | $14,329-94.2% | $7,344-88.8% |