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 | $52,434 | $148,534-64.7% | $135,903-61.4% | $139,434-62.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 24.33% | 79.19%-54.9pp | 68.23%-43.9pp | 372.94%-348.6pp |
| Employer contribution / active EE | $3,693 | $5,243-29.6% | $4,856-24.0% | $4,751-22.3% |
| Participant deferral / active EE | $8,689 | $8,100+7.3% | $7,758+12.0% | $6,710+29.5% |
| Admin fee / account holder | $1,347 | $12,400-89.1% | $10,762-87.5% | $11,403-88.2% |