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 | $29,254 | $148,534-80.3% | $135,903-78.5% | $139,434-79.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.81% | 79.19%-58.4pp | 68.23%-47.4pp | 372.94%-352.1pp |
| Employer contribution / active EE | $1,901 | $5,243-63.7% | $4,856-60.9% | $4,751-60.0% |
| Participant deferral / active EE | $7,501 | $8,100-7.4% | $7,758-3.3% | $6,710+11.8% |
| Admin fee / account holder | $424 | $12,400-96.6% | $10,762-96.1% | $11,403-96.3% |