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 | $64,677 | $111,754-42.1% | $103,333-37.4% | $145,922-55.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.48% | 24.77%-11.3pp | 24.88%-11.4pp | 561.29%-547.8pp |
| Employer contribution / active EE | $10,885 | $4,212+158.4% | $3,868+181.4% | $4,660+133.6% |
| Participant deferral / active EE | $6,775 | $5,619+20.6% | $5,057+34.0% | $6,688+1.3% |
| Admin fee / account holder | $20,335 | $9,750+108.6% | $8,355+143.4% | $13,397+51.8% |