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 | $28,909 | $124,425-76.8% | $112,040-74.2% | $137,256-78.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 17.47% | 24.72%-7.3pp | 24.52%-7.1pp | 220.34%-202.9pp |
| Employer contribution / active EE | $2,419 | $3,411-29.1% | $2,954-18.1% | $4,156-41.8% |
| Participant deferral / active EE | $4,637 | $5,718-18.9% | $5,098-9.0% | $6,407-27.6% |
| Admin fee / account holder | $532 | $15,207-96.5% | $12,098-95.6% | $12,270-95.7% |