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 | $42,756 | $114,381-62.6% | $107,525-60.2% | $142,382-70.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 13.42% | 242.71%-229.3pp | 181.32%-167.9pp | 217.08%-203.7pp |
| Employer contribution / active EE | $6,209 | $4,015+54.7% | $3,754+65.4% | $4,299+44.4% |
| Participant deferral / active EE | $4,315 | $5,564-22.5% | $5,116-15.7% | $6,507-33.7% |
| Admin fee / account holder | $10,060 | $9,860+2.0% | $8,919+12.8% | $12,624-20.3% |