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 | $65,788 | $209,411-68.6% | $178,490-63.1% | $158,922-58.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.81% | 188.75%-174.9pp | 151.07%-137.3pp | 302.83%-289.0pp |
| Employer contribution / active EE | $5,473 | $5,706-4.1% | $5,011+9.2% | $4,761+14.9% |
| Participant deferral / active EE | $9,293 | $5,954+56.1% | $5,202+78.7% | $5,982+55.3% |
| Admin fee / account holder | $1,014 | $17,074-94.1% | $13,984-92.8% | $11,246-91.0% |