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 | $71,713 | $78,422-8.6% | $95,952-25.3% | $79,858-10.2% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 20.90% | 19.37%+1.5pp | 91.61%-70.7pp | 31.71%-10.8pp |
| Employer contribution / active EE | $3,319 | $1,945+70.6% | $2,541+30.6% | $2,471+34.3% |
| Participant deferral / active EE | $7,359 | $3,440+113.9% | $4,167+76.6% | $3,740+96.8% |
| Admin fee / account holder | $4,402 | $5,622-21.7% | $6,795-35.2% | $5,306-17.1% |