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 | $72,560 | $109,359-33.6% | $162,163-55.3% | $72,985-0.6% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 18.72% | 25.46%-6.7pp | 115.59%-96.9pp | 81.00%-62.3pp |
| Employer contribution / active EE | $3,744 | $3,907-4.2% | $5,614-33.3% | $2,440+53.5% |
| Participant deferral / active EE | $5,885 | $5,481+7.4% | $7,298-19.4% | $3,607+63.1% |
| Admin fee / account holder | $6,079 | $7,972-23.7% | $10,843-43.9% | $5,124+18.6% |