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 | $73,972 | $165,335-55.3% | $149,696-50.6% | $158,922-53.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.97% | 348.15%-336.2pp | 276.60%-264.6pp | 302.83%-290.9pp |
| Employer contribution / active EE | $2,934 | $5,103-42.5% | $4,644-36.8% | $4,761-38.4% |
| Participant deferral / active EE | $11,287 | $7,181+57.2% | $6,842+65.0% | $5,982+88.7% |
| Admin fee / account holder | $409 | $10,807-96.2% | $9,309-95.6% | $11,246-96.4% |