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 | $28,848 | $77,419-62.7% | $69,455-58.5% | $152,861-81.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 40.12% | 39.06%+1.1pp | 28.97%+11.1pp | 345.32%-305.2pp |
| Employer contribution / active EE | $3,453 | $3,315+4.1% | $2,779+24.2% | $4,762-27.5% |
| Participant deferral / active EE | $6,968 | $4,414+57.9% | $3,535+97.1% | $5,850+19.1% |
| Admin fee / account holder | $2,216 | $6,207-64.3% | $3,839-42.3% | $11,596-80.9% |