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 | $27,959 | $185,822-85.0% | $169,993-83.6% | $139,434-79.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.13% | 60.50%-45.4pp | 53.37%-38.2pp | 372.94%-357.8pp |
| Employer contribution / active EE | $1,716 | $7,590-77.4% | $6,785-74.7% | $4,751-63.9% |
| Participant deferral / active EE | $6,300 | $11,622-45.8% | $10,408-39.5% | $6,710-6.1% |
| Admin fee / account holder | $693 | $15,381-95.5% | $12,815-94.6% | $11,403-93.9% |