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 | $23,389 | $117,841-80.2% | $102,423-77.2% | $145,922-84.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 24.99% | 31.65%-6.7pp | 29.32%-4.3pp | 561.29%-536.3pp |
| Employer contribution / active EE | $2,216 | $3,615-38.7% | $3,023-26.7% | $4,660-52.4% |
| Participant deferral / active EE | $2,547 | $5,731-55.5% | $5,053-49.6% | $6,688-61.9% |
| Admin fee / account holder | $15,573 | $13,326+16.9% | $9,451+64.8% | $13,397+16.2% |