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 | $73,022 | $228,332-68.0% | $185,823-60.7% | $158,922-54.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 21.97% | 40.80%-18.8pp | 35.95%-14.0pp | 302.83%-280.9pp |
| Employer contribution / active EE | $2,289 | $4,967-53.9% | $4,087-44.0% | $4,761-51.9% |
| Participant deferral / active EE | $10,178 | $6,415+58.7% | $5,632+80.7% | $5,982+70.1% |
| Admin fee / account holder | $1,087 | $11,864-90.8% | $9,500-88.6% | $11,246-90.3% |