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 | $32,942 | $177,572-81.4% | $154,803-78.7% | $142,382-76.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.76% | 65.07%-46.3pp | 58.88%-40.1pp | 217.08%-198.3pp |
| Employer contribution / active EE | $3,442 | $4,810-28.5% | $4,305-20.1% | $4,299-19.9% |
| Participant deferral / active EE | $2,685 | $6,272-57.2% | $5,540-51.5% | $6,507-58.7% |
| Admin fee / account holder | $9,169 | $16,786-45.4% | $14,329-36.0% | $12,624-27.4% |