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 9-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 | $83,972 | $112,881-25.6% | $90,951-7.7% | $158,922-47.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 12.40% | 215.79%-203.4pp | 134.60%-122.2pp | 302.83%-290.4pp |
| Employer contribution / active EE | $1,785 | $2,893-38.3% | $2,122-15.9% | $4,761-62.5% |
| Participant deferral / active EE | $3,708 | $4,128-10.2% | $3,373+9.9% | $5,982-38.0% |
| Admin fee / account holder | $659 | $8,041-91.8% | $5,959-88.9% | $11,246-94.1% |