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 | $90,973 | $154,117-41.0% | $129,995-30.0% | $139,434-34.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 15.34% | 32.48%-17.1pp | -137.18%+152.5pp | 372.94%-357.6pp |
| Employer contribution / active EE | $2,139 | $5,289-59.6% | $4,320-50.5% | $4,751-55.0% |
| Participant deferral / active EE | $6,229 | $6,710-7.2% | $5,820+7.0% | $6,710-7.2% |
| Admin fee / account holder | $2,056 | $14,007-85.3% | $10,614-80.6% | $11,403-82.0% |