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 | $65,063 | $111,754-41.8% | $103,333-37.0% | $145,922-55.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.20% | 24.77%-13.6pp | 24.88%-13.7pp | 561.29%-550.1pp |
| Employer contribution / active EE | $2,668 | $4,212-36.7% | $3,868-31.0% | $4,660-42.7% |
| Participant deferral / active EE | $11,615 | $5,619+106.7% | $5,057+129.7% | $6,688+73.7% |
| Admin fee / account holder | $1,004 | $9,750-89.7% | $8,355-88.0% | $13,397-92.5% |