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 | $51,676 | $214,378-75.9% | $200,582-74.2% | $142,382-63.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 11.94% | 46.41%-34.5pp | 42.33%-30.4pp | 217.08%-205.1pp |
| Employer contribution / active EE | $1,883 | $6,841-72.5% | $6,419-70.7% | $4,299-56.2% |
| Participant deferral / active EE | $8,127 | $9,865-17.6% | $9,331-12.9% | $6,507+24.9% |
| Admin fee / account holder | $22,251 | $17,692+25.8% | $16,305+36.5% | $12,624+76.3% |