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 | $85,915 | $172,111-50.1% | $150,298-42.8% | $137,256-37.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.38% | 69.37%-54.0pp | 62.79%-47.4pp | 220.34%-205.0pp |
| Employer contribution / active EE | $5,921 | $4,636+27.7% | $4,154+42.5% | $4,156+42.5% |
| Participant deferral / active EE | $6,050 | $6,166-1.9% | $5,453+11.0% | $6,407-5.6% |
| Admin fee / account holder | $14,235 | $16,471-13.6% | $14,116+0.8% | $12,270+16.0% |