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 | $64,070 | $95,266-32.7% | $82,389-22.2% | $142,382-55.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 15.63% | 25.74%-10.1pp | 28.67%-13.0pp | 217.08%-201.4pp |
| Employer contribution / active EE | $4,107 | $2,991+37.3% | $2,517+63.2% | $4,299-4.5% |
| Participant deferral / active EE | $2,340 | $4,809-51.3% | $4,155-43.7% | $6,507-64.0% |
| Admin fee / account holder | $1,191 | $8,563-86.1% | $7,231-83.5% | $12,624-90.6% |