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 | $45,616 | $106,515-57.2% | $96,683-52.8% | $139,434-67.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.25% | 38.43%-22.2pp | 35.69%-19.4pp | 372.94%-356.7pp |
| Employer contribution / active EE | $7,341 | $4,103+78.9% | $3,737+96.4% | $4,751+54.5% |
| Participant deferral / active EE | $4,107 | $5,454-24.7% | $4,878-15.8% | $6,710-38.8% |
| Admin fee / account holder | $1,438 | $7,877-81.7% | $6,730-78.6% | $11,403-87.4% |