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 | $44,436 | $111,754-60.2% | $103,333-57.0% | $145,922-69.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.23% | 24.77%-14.5pp | 24.88%-14.6pp | 561.29%-551.1pp |
| Employer contribution / active EE | $2,279 | $4,212-45.9% | $3,868-41.1% | $4,660-51.1% |
| Participant deferral / active EE | $6,460 | $5,619+15.0% | $5,057+27.7% | $6,688-3.4% |
| Admin fee / account holder | $2,762 | $9,750-71.7% | $8,355-66.9% | $13,397-79.4% |