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 | $74,573 | $124,319-40.0% | $111,297-33.0% | $167,490-55.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 11.11% | 37.44%-26.3pp | 54.65%-43.5pp | 478.56%-467.5pp |
| Employer contribution / active EE | $1,030 | $3,435-70.0% | $2,731-62.3% | $4,837-78.7% |
| Participant deferral / active EE | $3,391 | $5,180-34.5% | $4,487-24.4% | $6,341-46.5% |
| Admin fee / account holder | $3,006 | $10,618-71.7% | $7,964-62.3% | $12,309-75.6% |