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 9-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 | $75,273 | $142,344-47.1% | $119,609-37.1% | $134,475-44.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | 20.09% | -12.44%+32.5pp | -14.97%+35.1pp | 417.96%-397.9pp |
| Employer contribution / active EE | $4,009 | $5,222-23.2% | $4,232-5.3% | $4,740-15.4% |
| Participant deferral / active EE | $4,722 | $6,469-27.0% | $5,602-15.7% | $6,400-26.2% |
| Admin fee / account holder | $394 | $13,584-97.1% | $10,323-96.2% | $11,426-96.6% |