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 | $45,320 | $155,788-70.9% | $124,672-63.6% | $167,490-72.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 12.80% | 17.97%-5.2pp | 5142.93%-5130.1pp | 478.56%-465.8pp |
| Employer contribution / active EE | $2,824 | $4,163-32.2% | $3,324-15.0% | $4,837-41.6% |
| Participant deferral / active EE | $8,255 | $5,673+45.5% | $4,614+78.9% | $6,341+30.2% |
| Admin fee / account holder | $3,255 | $9,531-65.8% | $7,493-56.6% | $12,309-73.6% |