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 | $56,548 | $176,056-67.9% | $159,436-64.5% | $167,490-66.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.44% | 331.75%-316.3pp | 263.57%-248.1pp | 478.56%-463.1pp |
| Employer contribution / active EE | $2,905 | $5,297-45.2% | $4,829-39.8% | $4,837-39.9% |
| Participant deferral / active EE | $7,262 | $7,750-6.3% | $7,352-1.2% | $6,341+14.5% |
| Admin fee / account holder | $4,650 | $12,554-63.0% | $10,799-56.9% | $12,309-62.2% |