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 | $17,838 | $115,882-84.6% | $100,516-82.3% | $158,922-88.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 7.79% | 34.79%-27.0pp | 30.89%-23.1pp | 302.83%-295.0pp |
| Employer contribution / active EE | $3,705 | $4,103-9.7% | $3,418+8.4% | $4,761-22.2% |
| Participant deferral / active EE | $7,255 | $6,674+8.7% | $6,270+15.7% | $5,982+21.3% |
| Admin fee / account holder | $6,031 | $10,995-45.1% | $8,081-25.4% | $11,246-46.4% |