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 | $38,676 | $176,056-78.0% | $159,436-75.7% | $167,490-76.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.73% | 331.75%-318.0pp | 263.57%-249.8pp | 478.56%-464.8pp |
| Employer contribution / active EE | $3,132 | $5,297-40.9% | $4,829-35.1% | $4,837-35.2% |
| Participant deferral / active EE | $7,625 | $7,750-1.6% | $7,352+3.7% | $6,341+20.3% |
| Admin fee / account holder | $4,383 | $12,554-65.1% | $10,799-59.4% | $12,309-64.4% |