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 | $33,811 | $118,450-71.5% | $98,439-65.7% | $139,434-75.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 17.01% | 18.94%-1.9pp | 21.16%-4.1pp | 372.94%-355.9pp |
| Employer contribution / active EE | $3,246 | $3,609-10.1% | $3,048+6.5% | $4,751-31.7% |
| Participant deferral / active EE | $2,607 | $5,392-51.7% | $4,738-45.0% | $6,710-61.2% |
| Admin fee / account holder | $2,060 | $14,026-85.3% | $8,948-77.0% | $11,403-81.9% |