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 | $67,697 | $133,922-49.5% | $116,228-41.8% | $142,382-52.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 15.98% | 147.76%-131.8pp | 90.06%-74.1pp | 217.08%-201.1pp |
| Employer contribution / active EE | $3,119 | $3,446-9.5% | $2,994+4.1% | $4,299-27.5% |
| Participant deferral / active EE | $5,289 | $5,672-6.7% | $4,953+6.8% | $6,507-18.7% |
| Admin fee / account holder | $26,171 | $14,945+75.1% | $11,989+118.3% | $12,624+107.3% |