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 | $99,342 | $148,534-33.1% | $135,903-26.9% | $139,434-28.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.83% | 79.19%-60.4pp | 68.23%-49.4pp | 372.94%-354.1pp |
| Employer contribution / active EE | $4,358 | $5,243-16.9% | $4,856-10.3% | $4,751-8.3% |
| Participant deferral / active EE | $6,003 | $8,100-25.9% | $7,758-22.6% | $6,710-10.5% |
| Admin fee / account holder | $1,888 | $12,400-84.8% | $10,762-82.5% | $11,403-83.4% |