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 | $74,173 | $165,984-55.3% | $164,813-55.0% | $145,922-49.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.41% | 100.03%-86.6pp | 69.93%-56.5pp | 561.29%-547.9pp |
| Employer contribution / active EE | $4,988 | $5,273-5.4% | $4,341+14.9% | $4,660+7.0% |
| Participant deferral / active EE | $3,526 | $6,959-49.3% | $6,031-41.5% | $6,688-47.3% |
| Admin fee / account holder | $653 | $16,648-96.1% | $12,690-94.9% | $13,397-95.1% |