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 4-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 | $73,784 | $111,754-34.0% | $103,333-28.6% | $145,922-49.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.53% | 24.77%-8.2pp | 24.88%-8.4pp | 561.29%-544.8pp |
| Employer contribution / active EE | $3,380 | $4,212-19.8% | $3,868-12.6% | $4,660-27.5% |
| Participant deferral / active EE | $7,331 | $5,619+30.5% | $5,057+45.0% | $6,688+9.6% |
| Admin fee / account holder | $959 | $9,750-90.2% | $8,355-88.5% | $13,397-92.8% |