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 | $66,258 | $111,754-40.7% | $103,333-35.9% | $145,922-54.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.69% | 24.77%-11.1pp | 24.88%-11.2pp | 561.29%-547.6pp |
| Employer contribution / active EE | $3,551 | $4,212-15.7% | $3,868-8.2% | $4,660-23.8% |
| Participant deferral / active EE | $18,213 | $5,619+224.2% | $5,057+260.1% | $6,688+172.3% |
| Admin fee / account holder | $742 | $9,750-92.4% | $8,355-91.1% | $13,397-94.5% |