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 | $125,856 | $161,352-22.0% | $134,172-6.2% | $137,256-8.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 15.62% | 28.72%-13.1pp | 25.30%-9.7pp | 220.34%-204.7pp |
| Employer contribution / active EE | $2,676 | $4,099-34.7% | $3,420-21.7% | $4,156-35.6% |
| Participant deferral / active EE | $8,716 | $5,552+57.0% | $4,690+85.8% | $6,407+36.0% |
| Admin fee / account holder | $942 | $15,028-93.7% | $12,016-92.2% | $12,270-92.3% |