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 | $71,151 | $111,754-36.3% | $103,333-31.1% | $145,922-51.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.75% | 24.77%-11.0pp | 24.88%-11.1pp | 561.29%-547.5pp |
| Employer contribution / active EE | $4,032 | $4,212-4.3% | $3,868+4.2% | $4,660-13.5% |
| Participant deferral / active EE | $8,596 | $5,619+53.0% | $5,057+70.0% | $6,688+28.5% |
| Admin fee / account holder | $33,523 | $9,750+243.8% | $8,355+301.2% | $13,397+150.2% |