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 | $56,991 | $179,726-68.3% | $156,263-63.5% | $142,382-60.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 18.69% | 77.86%-59.2pp | 59.47%-40.8pp | 217.08%-198.4pp |
| Employer contribution / active EE | $4,000 | $5,069-21.1% | $4,333-7.7% | $4,299-7.0% |
| Participant deferral / active EE | $2,742 | $6,956-60.6% | $6,158-55.5% | $6,507-57.9% |
| Admin fee / account holder | $4,839 | $17,272-72.0% | $14,255-66.1% | $12,624-61.7% |