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 | $60,584 | $85,022-28.7% | $70,515-14.1% | $139,434-56.5% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 16.41% | 30.38%-14.0pp | 32.77%-16.4pp | 372.94%-356.5pp |
| Employer contribution / active EE | $12,097 | $3,909+209.5% | $2,973+306.8% | $4,751+154.6% |
| Participant deferral / active EE | $2,615 | $5,890-55.6% | $4,567-42.7% | $6,710-61.0% |
| Admin fee / account holder | $3,978 | $8,906-55.3% | $6,412-38.0% | $11,403-65.1% |