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 | $33,141 | $176,056-81.2% | $159,436-79.2% | $167,490-80.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.70% | 331.75%-316.0pp | 263.57%-247.9pp | 478.56%-462.9pp |
| Employer contribution / active EE | $2,849 | $5,297-46.2% | $4,829-41.0% | $4,837-41.1% |
| Participant deferral / active EE | $5,085 | $7,750-34.4% | $7,352-30.8% | $6,341-19.8% |
| Admin fee / account holder | $412 | $12,554-96.7% | $10,799-96.2% | $12,309-96.7% |