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 6-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 | $71,893 | $111,814-35.7% | $103,374-30.5% | $145,959-50.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.41% | 24.77%-11.4pp | 24.89%-11.5pp | 561.95%-548.5pp |
| Employer contribution / active EE | $8,505 | $4,214+101.8% | $3,869+119.8% | $4,661+82.5% |
| Participant deferral / active EE | $8,535 | $5,618+51.9% | $5,058+68.8% | $6,689+27.6% |
| Admin fee / account holder | $9,790 | $9,754+0.4% | $8,394+16.6% | $13,398-26.9% |