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 | $22,404 | $165,335-86.4% | $149,696-85.0% | $158,922-85.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 25.03% | 348.15%-323.1pp | 276.60%-251.6pp | 302.83%-277.8pp |
| Employer contribution / active EE | $3,315 | $5,103-35.0% | $4,644-28.6% | $4,761-30.4% |
| Participant deferral / active EE | $7,565 | $7,181+5.3% | $6,842+10.6% | $5,982+26.5% |
| Admin fee / account holder | $1,420 | $10,807-86.9% | $9,309-84.7% | $11,246-87.4% |