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 | $56,982 | $74,888-23.9% | $71,209-20.0% | $142,382-60.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 19.74% | 345.14%-325.4pp | 282.51%-262.8pp | 217.08%-197.3pp |
| Employer contribution / active EE | $3,369 | $2,854+18.0% | $2,721+23.8% | $4,299-21.6% |
| Participant deferral / active EE | $8,912 | $4,454+100.1% | $4,175+113.5% | $6,507+37.0% |
| Admin fee / account holder | $1,487 | $5,568-73.3% | $5,349-72.2% | $12,624-88.2% |