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 | $68,763 | $115,882-40.7% | $100,516-31.6% | $158,922-56.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 24.93% | 34.79%-9.9pp | 30.89%-6.0pp | 302.83%-277.9pp |
| Employer contribution / active EE | $3,948 | $4,103-3.8% | $3,418+15.5% | $4,761-17.1% |
| Participant deferral / active EE | $6,073 | $6,674-9.0% | $6,270-3.1% | $5,982+1.5% |
| Admin fee / account holder | $7,002 | $10,995-36.3% | $8,081-13.4% | $11,246-37.7% |