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 | $50,034 | $127,065-60.6% | $113,168-55.8% | $142,382-64.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 20.07% | 24.03%-4.0pp | 24.27%-4.2pp | 217.08%-197.0pp |
| Employer contribution / active EE | $4,112 | $3,442+19.5% | $2,975+38.2% | $4,299-4.4% |
| Participant deferral / active EE | $10,910 | $5,716+90.9% | $5,107+113.6% | $6,507+67.7% |
| Admin fee / account holder | $4,121 | $15,736-73.8% | $12,068-65.8% | $12,624-67.4% |