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 | $81,329 | $115,882-29.8% | $100,516-19.1% | $158,922-48.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 52.07% | 34.79%+17.3pp | 30.89%+21.2pp | 302.83%-250.8pp |
| Employer contribution / active EE | $520 | $4,103-87.3% | $3,418-84.8% | $4,761-89.1% |
| Participant deferral / active EE | $6,135 | $6,674-8.1% | $6,270-2.2% | $5,982+2.6% |
| Admin fee / account holder | $1,692 | $10,995-84.6% | $8,081-79.1% | $11,246-85.0% |