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 | $35,598 | $109,982-67.6% | $97,226-63.4% | $145,922-75.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 7.88% | 242.90%-235.0pp | 75.13%-67.3pp | 561.29%-553.4pp |
| Employer contribution / active EE | $2,216 | $3,084-28.1% | $2,729-18.8% | $4,660-52.4% |
| Participant deferral / active EE | $5,679 | $4,676+21.5% | $4,264+33.2% | $6,688-15.1% |
| Admin fee / account holder | $1,352 | $6,221-78.3% | $5,654-76.1% | $13,397-89.9% |