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 | $73,222 | $177,572-58.8% | $154,803-52.7% | $142,382-48.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.11% | 65.07%-48.0pp | 58.88%-41.8pp | 217.08%-200.0pp |
| Employer contribution / active EE | $1,972 | $4,810-59.0% | $4,305-54.2% | $4,299-54.1% |
| Participant deferral / active EE | $16,617 | $6,272+165.0% | $5,540+199.9% | $6,507+155.4% |
| Admin fee / account holder | $326 | $16,786-98.1% | $14,329-97.7% | $12,624-97.4% |