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 | $65,194 | $124,281-47.5% | $109,143-40.3% | $167,490-61.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 9.73% | 26.04%-16.3pp | 25.75%-16.0pp | 478.56%-468.8pp |
| Employer contribution / active EE | $19,725 | $4,207+368.8% | $3,722+430.0% | $4,837+307.8% |
| Participant deferral / active EE | $17,470 | $5,255+232.4% | $4,653+275.4% | $6,341+175.5% |
| Admin fee / account holder | $766 | $7,970-90.4% | $6,752-88.7% | $12,309-93.8% |