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 | $124,425-59.8% | $112,040-55.3% | $137,256-63.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 20.07% | 24.72%-4.6pp | 24.52%-4.4pp | 220.34%-200.3pp |
| Employer contribution / active EE | $4,112 | $3,411+20.5% | $2,954+39.2% | $4,156-1.1% |
| Participant deferral / active EE | $10,910 | $5,718+90.8% | $5,098+114.0% | $6,407+70.3% |
| Admin fee / account holder | $4,121 | $15,207-72.9% | $12,098-65.9% | $12,270-66.4% |