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 | $70,159 | $111,535-37.1% | $105,223-33.3% | $137,256-48.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 15.04% | 237.85%-222.8pp | 180.65%-165.6pp | 220.34%-205.3pp |
| Employer contribution / active EE | $3,530 | $3,939-10.4% | $3,689-4.3% | $4,156-15.1% |
| Participant deferral / active EE | $7,709 | $5,500+40.2% | $5,072+52.0% | $6,407+20.3% |
| Admin fee / account holder | $5,923 | $9,721-39.1% | $8,859-33.1% | $12,270-51.7% |