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 6-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 | $70,838 | $74,888-5.4% | $71,209-0.5% | $142,382-50.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 22.34% | 345.14%-322.8pp | 282.51%-260.2pp | 217.08%-194.7pp |
| Employer contribution / active EE | $2,247 | $2,854-21.3% | $2,721-17.4% | $4,299-47.7% |
| Participant deferral / active EE | $8,935 | $4,454+100.6% | $4,175+114.0% | $6,507+37.3% |
| Admin fee / account holder | $866 | $5,568-84.4% | $5,349-83.8% | $12,624-93.1% |