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 | $74,166 | $176,812-58.1% | $146,665-49.4% | $167,490-55.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 13.45% | 24.03%-10.6pp | 22.74%-9.3pp | 478.56%-465.1pp |
| Employer contribution / active EE | $3,249 | $5,160-37.0% | $4,136-21.4% | $4,837-32.8% |
| Participant deferral / active EE | $10,986 | $6,440+70.6% | $5,506+99.5% | $6,341+73.3% |
| Admin fee / account holder | $1,750 | $13,259-86.8% | $10,280-83.0% | $12,309-85.8% |