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 | $61,501 | $111,814-45.0% | $103,374-40.5% | $145,959-57.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.41% | 24.77%-13.4pp | 24.89%-13.5pp | 561.95%-550.5pp |
| Employer contribution / active EE | $3,227 | $4,214-23.4% | $3,869-16.6% | $4,661-30.8% |
| Participant deferral / active EE | $8,650 | $5,618+54.0% | $5,058+71.0% | $6,689+29.3% |
| Admin fee / account holder | $2,061 | $9,754-78.9% | $8,394-75.4% | $13,398-84.6% |