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 | $50,249 | $78,926-36.3% | $136,749-63.3% | $84,808-40.7% |
| Participation rate | 100.0% | 62.2%+37.8pp | 72.1%+27.9pp | 68.3%+31.7pp |
| Annual return | 18.67% | 18.17%+0.5pp | 24.33%-5.7pp | 40.90%-22.2pp |
| Employer contribution / active EE | $3,954 | $2,134+85.3% | $3,400+16.3% | $2,631+50.3% |
| Participant deferral / active EE | $7,427 | $3,168+134.4% | $4,692+58.3% | $4,212+76.3% |
| Admin fee / account holder | $392 | $6,369-93.9% | $11,386-96.6% | $7,344-94.7% |