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 | $58,845 | $176,056-66.6% | $159,436-63.1% | $167,490-64.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.45% | 331.75%-318.3pp | 263.57%-250.1pp | 478.56%-465.1pp |
| Employer contribution / active EE | $4,830 | $5,297-8.8% | $4,8290% | $4,837-0.2% |
| Participant deferral / active EE | $7,056 | $7,750-9.0% | $7,352-4.0% | $6,341+11.3% |
| Admin fee / account holder | $711 | $12,554-94.3% | $10,799-93.4% | $12,309-94.2% |