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 | $43,764 | $101,724-57.0% | $164,813-73.4% | $80,856-45.9% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 18.86% | 16.72%+2.1pp | 69.93%-51.1pp | 35.59%-16.7pp |
| Employer contribution / active EE | $6,707 | $2,953+127.1% | $4,341+54.5% | $2,755+143.4% |
| Participant deferral / active EE | $5,105 | $4,477+14.0% | $6,031-15.4% | $4,296+18.8% |
| Admin fee / account holder | $3,003 | $8,227-63.5% | $12,690-76.3% | $6,918-56.6% |