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 | $82,771 | $111,754-25.9% | $103,333-19.9% | $145,922-43.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 20.20% | 24.77%-4.6pp | 24.88%-4.7pp | 561.29%-541.1pp |
| Employer contribution / active EE | $4,188 | $4,212-0.6% | $3,868+8.3% | $4,660-10.1% |
| Participant deferral / active EE | $13,384 | $5,619+138.2% | $5,057+164.6% | $6,688+100.1% |
| Admin fee / account holder | $1,080 | $9,750-88.9% | $8,355-87.1% | $13,397-91.9% |