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 | $67,892 | $117,841-42.4% | $102,423-33.7% | $145,922-53.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 15.59% | 31.65%-16.1pp | 29.32%-13.7pp | 561.29%-545.7pp |
| Employer contribution / active EE | $4,992 | $3,615+38.1% | $3,023+65.1% | $4,660+7.1% |
| Participant deferral / active EE | $10,697 | $5,731+86.7% | $5,053+111.7% | $6,688+59.9% |
| Admin fee / account holder | $701 | $13,326-94.7% | $9,451-92.6% | $13,397-94.8% |