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 | $75,701 | $111,754-32.3% | $103,333-26.7% | $145,922-48.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 18.83% | 24.77%-5.9pp | 24.88%-6.0pp | 561.29%-542.5pp |
| Employer contribution / active EE | $3,244 | $4,212-23.0% | $3,868-16.1% | $4,660-30.4% |
| Participant deferral / active EE | $6,270 | $5,619+11.6% | $5,057+24.0% | $6,688-6.2% |
| Admin fee / account holder | $772 | $9,750-92.1% | $8,355-90.8% | $13,397-94.2% |