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 | $69,312 | $176,056-60.6% | $159,436-56.5% | $167,490-58.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.46% | 331.75%-317.3pp | 263.57%-249.1pp | 478.56%-464.1pp |
| Employer contribution / active EE | $2,740 | $5,297-48.3% | $4,829-43.3% | $4,837-43.4% |
| Participant deferral / active EE | $12,016 | $7,750+55.0% | $7,352+63.4% | $6,341+89.5% |
| Admin fee / account holder | $6,394 | $12,554-49.1% | $10,799-40.8% | $12,309-48.1% |