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 | $25,155 | $94,338-73.3% | $100,534-75.0% | $142,382-82.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 17.34% | 29.20%-11.9pp | 32.66%-15.3pp | 217.08%-199.7pp |
| Employer contribution / active EE | $2,213 | $4,237-47.8% | $4,346-49.1% | $4,299-48.5% |
| Participant deferral / active EE | $3,212 | $5,934-45.9% | $6,144-47.7% | $6,507-50.6% |
| Admin fee / account holder | $932 | $8,421-88.9% | $7,654-87.8% | $12,624-92.6% |