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 | $8,409 | $95,561-91.2% | $77,163-89.1% | $139,434-94.0% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 9.86% | 54.92%-45.1pp | 37.87%-28.0pp | 372.94%-363.1pp |
| Employer contribution / active EE | $3,507 | $3,147+11.4% | $2,535+38.3% | $4,751-26.2% |
| Participant deferral / active EE | $4,042 | $4,624-12.6% | $3,833+5.4% | $6,710-39.8% |
| Admin fee / account holder | $3,401 | $8,295-59.0% | $5,472-37.8% | $11,403-70.2% |