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 | $33,255 | $165,335-79.9% | $149,696-77.8% | $158,922-79.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.98% | 348.15%-325.2pp | 276.60%-253.6pp | 302.83%-279.8pp |
| Employer contribution / active EE | $3,959 | $5,103-22.4% | $4,644-14.8% | $4,761-16.9% |
| Participant deferral / active EE | $8,251 | $7,181+14.9% | $6,842+20.6% | $5,982+37.9% |
| Admin fee / account holder | $1,785 | $10,807-83.5% | $9,309-80.8% | $11,246-84.1% |