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 | $80,172 | $111,754-28.3% | $103,333-22.4% | $145,922-45.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 21.06% | 24.77%-3.7pp | 24.88%-3.8pp | 561.29%-540.2pp |
| Employer contribution / active EE | $14,923 | $4,212+254.3% | $3,868+285.8% | $4,660+220.3% |
| Participant deferral / active EE | $9,384 | $5,619+67.0% | $5,057+85.5% | $6,688+40.3% |
| Admin fee / account holder | $5,897 | $9,750-39.5% | $8,355-29.4% | $13,397-56.0% |