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 | $35,072 | $114,381-69.3% | $107,525-67.4% | $142,382-75.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 19.42% | 242.71%-223.3pp | 181.32%-161.9pp | 217.08%-197.7pp |
| Employer contribution / active EE | $2,520 | $4,015-37.2% | $3,754-32.9% | $4,299-41.4% |
| Participant deferral / active EE | $4,233 | $5,564-23.9% | $5,116-17.2% | $6,507-34.9% |
| Admin fee / account holder | $1,221 | $9,860-87.6% | $8,919-86.3% | $12,624-90.3% |