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 | $44,804 | $165,335-72.9% | $149,696-70.1% | $158,922-71.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.71% | 348.15%-325.4pp | 276.60%-253.9pp | 302.83%-280.1pp |
| Employer contribution / active EE | $6,649 | $5,103+30.3% | $4,644+43.2% | $4,761+39.6% |
| Participant deferral / active EE | $9,300 | $7,181+29.5% | $6,842+35.9% | $5,982+55.5% |
| Admin fee / account holder | $4,913 | $10,807-54.5% | $9,309-47.2% | $11,246-56.3% |