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 | $94,053 | $149,734-37.2% | $118,925-20.9% | $158,922-40.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 21.98% | 19.95%+2.0pp | 35.88%-13.9pp | 302.83%-280.8pp |
| Employer contribution / active EE | $1,692 | $4,115-58.9% | $3,263-48.1% | $4,761-64.5% |
| Participant deferral / active EE | $25,000 | $5,223+378.6% | $4,265+486.2% | $5,982+317.9% |
| Admin fee / account holder | $425 | $8,603-95.1% | $6,581-93.5% | $11,246-96.2% |