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 | $35,915 | $183,519-80.4% | $155,509-76.9% | $145,922-75.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.21% | 61.17%-50.0pp | 64.67%-53.5pp | 561.29%-550.1pp |
| Employer contribution / active EE | $3,651 | $5,313-31.3% | $4,672-21.9% | $4,660-21.6% |
| Participant deferral / active EE | $2,680 | $6,462-58.5% | $5,626-52.4% | $6,688-59.9% |
| Admin fee / account holder | $2,617 | $19,313-86.4% | $15,912-83.6% | $13,397-80.5% |