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 | $87,952 | $155,788-43.5% | $124,672-29.5% | $167,490-47.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 18.17% | 17.97%+0.2pp | 5142.93%-5124.8pp | 478.56%-460.4pp |
| Employer contribution / active EE | $2,611 | $4,163-37.3% | $3,324-21.5% | $4,837-46.0% |
| Participant deferral / active EE | $4,121 | $5,673-27.4% | $4,614-10.7% | $6,341-35.0% |
| Admin fee / account holder | $3,974 | $9,531-58.3% | $7,493-47.0% | $12,309-67.7% |