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 | $25,614 | $148,534-82.8% | $135,903-81.2% | $139,434-81.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.70% | 79.19%-63.5pp | 68.23%-52.5pp | 372.94%-357.2pp |
| Employer contribution / active EE | $3,975 | $5,243-24.2% | $4,856-18.1% | $4,751-16.3% |
| Participant deferral / active EE | $3,975 | $8,100-50.9% | $7,758-48.8% | $6,710-40.8% |
| Admin fee / account holder | $480 | $12,400-96.1% | $10,762-95.5% | $11,403-95.8% |