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 | $33,878 | $111,754-69.7% | $103,333-67.2% | $145,922-76.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.40% | 24.77%-13.4pp | 24.88%-13.5pp | 561.29%-549.9pp |
| Employer contribution / active EE | $4,294 | $4,212+1.9% | $3,868+11.0% | $4,660-7.9% |
| Participant deferral / active EE | $4,060 | $5,619-27.7% | $5,057-19.7% | $6,688-39.3% |
| Admin fee / account holder | $725 | $9,750-92.6% | $8,355-91.3% | $13,397-94.6% |