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 | $68,265 | $114,381-40.3% | $107,525-36.5% | $142,382-52.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 17.53% | 242.71%-225.2pp | 181.32%-163.8pp | 217.08%-199.5pp |
| Employer contribution / active EE | $1,624 | $4,015-59.5% | $3,754-56.7% | $4,299-62.2% |
| Participant deferral / active EE | $3,825 | $5,564-31.3% | $5,116-25.2% | $6,507-41.2% |
| Admin fee / account holder | $1,008 | $9,860-89.8% | $8,919-88.7% | $12,624-92.0% |