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 | $72,237 | $102,317-29.4% | $146,958-50.8% | $80,856-10.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 14.64% | 134.76%-120.1pp | 418.34%-403.7pp | 35.59%-20.9pp |
| Employer contribution / active EE | $3,208 | $3,713-13.6% | $4,933-35.0% | $2,755+16.5% |
| Participant deferral / active EE | $9,265 | $6,644+39.4% | $8,070+14.8% | $4,296+115.7% |
| Admin fee / account holder | $8,744 | $7,941+10.1% | $12,998-32.7% | $6,918+26.4% |