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 | $25,655 | $105,126-75.6% | $94,646-72.9% | $139,434-81.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 20.12% | 38.03%-17.9pp | 156.71%-136.6pp | 372.94%-352.8pp |
| Employer contribution / active EE | $2,537 | $4,106-38.2% | $3,672-30.9% | $4,751-46.6% |
| Participant deferral / active EE | $3,890 | $7,599-48.8% | $7,418-47.6% | $6,710-42.0% |
| Admin fee / account holder | $4,407 | $8,984-50.9% | $7,231-39.1% | $11,403-61.4% |