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 8-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 | $73,963 | $118,427-37.5% | $66,042+12.0% | $142,382-48.1% |
| Participation rate | 100.0% | 68.1%+31.9pp | 67.5%+32.5pp | 80.1%+19.9pp |
| Annual return | 17.46% | 35.57%-18.1pp | 52.11%-34.7pp | 217.08%-199.6pp |
| Employer contribution / active EE | $2,992 | $2,570+16.4% | $1,579+89.4% | $4,299-30.4% |
| Participant deferral / active EE | $11,775 | $4,311+173.1% | $2,835+315.3% | $6,507+81.0% |
| Admin fee / account holder | $5,671 | $9,593-40.9% | $5,747-1.3% | $12,624-55.1% |