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 | $56,459 | $72,071-21.7% | $68,368-17.4% | $137,256-58.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 15.11% | 353.14%-338.0pp | 292.57%-277.5pp | 220.34%-205.2pp |
| Employer contribution / active EE | $1,824 | $2,788-34.6% | $2,649-31.1% | $4,156-56.1% |
| Participant deferral / active EE | $4,796 | $4,410+8.8% | $4,123+16.3% | $6,407-25.1% |
| Admin fee / account holder | $3,007 | $5,336-43.6% | $5,150-41.6% | $12,270-75.5% |