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 | $43,667 | $176,056-75.2% | $159,436-72.6% | $167,490-73.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.63% | 331.75%-315.1pp | 263.57%-246.9pp | 478.56%-461.9pp |
| Employer contribution / active EE | $6,650 | $5,297+25.5% | $4,829+37.7% | $4,837+37.5% |
| Participant deferral / active EE | $8,851 | $7,750+14.2% | $7,352+20.4% | $6,341+39.6% |
| Admin fee / account holder | $821 | $12,554-93.5% | $10,799-92.4% | $12,309-93.3% |