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 | $86,416 | $100,773-14.2% | $88,946-2.8% | $142,382-39.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 13.70% | 70.18%-56.5pp | 57.82%-44.1pp | 217.08%-203.4pp |
| Employer contribution / active EE | $1,761 | $2,918-39.7% | $2,555-31.1% | $4,299-59.0% |
| Participant deferral / active EE | $7,879 | $5,230+50.6% | $4,581+72.0% | $6,507+21.1% |
| Admin fee / account holder | $19,892 | $9,693+105.2% | $8,261+140.8% | $12,624+57.6% |