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 | $34,394 | $110,261-68.8% | $95,745-64.1% | $139,434-75.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 17.76% | 27.11%-9.3pp | 28.35%-10.6pp | 372.94%-355.2pp |
| Employer contribution / active EE | $2,247 | $3,257-31.0% | $2,835-20.7% | $4,751-52.7% |
| Participant deferral / active EE | $4,861 | $4,676+4.0% | $4,245+14.5% | $6,710-27.6% |
| Admin fee / account holder | $5,616 | $6,613-15.1% | $5,678-1.1% | $11,403-50.7% |