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 | $66,891 | $115,882-42.3% | $100,516-33.5% | $158,922-57.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 9.96% | 34.79%-24.8pp | 30.89%-20.9pp | 302.83%-292.9pp |
| Employer contribution / active EE | $2,721 | $4,103-33.7% | $3,418-20.4% | $4,761-42.9% |
| Participant deferral / active EE | $5,174 | $6,674-22.5% | $6,270-17.5% | $5,982-13.5% |
| Admin fee / account holder | $872 | $10,995-92.1% | $8,081-89.2% | $11,246-92.2% |