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 | $72,856 | $111,754-34.8% | $103,333-29.5% | $145,922-50.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.38% | 24.77%-14.4pp | 24.88%-14.5pp | 561.29%-550.9pp |
| Employer contribution / active EE | $1,410 | $4,212-66.5% | $3,868-63.5% | $4,660-69.7% |
| Participant deferral / active EE | $2,779 | $5,619-50.5% | $5,057-45.1% | $6,688-58.4% |
| Admin fee / account holder | $9,032 | $9,750-7.4% | $8,355+8.1% | $13,397-32.6% |