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 | $63,521 | $209,411-69.7% | $178,490-64.4% | $158,922-60.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.62% | 188.75%-175.1pp | 151.07%-137.5pp | 302.83%-289.2pp |
| Employer contribution / active EE | $2,644 | $5,706-53.7% | $5,011-47.2% | $4,761-44.5% |
| Participant deferral / active EE | $7,323 | $5,954+23.0% | $5,202+40.8% | $5,982+22.4% |
| Admin fee / account holder | $426 | $17,074-97.5% | $13,984-97.0% | $11,246-96.2% |