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 | $72,427 | $115,770-37.4% | $101,248-28.5% | $158,922-54.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 21.84% | 56.14%-34.3pp | 46.47%-24.6pp | 302.83%-281.0pp |
| Employer contribution / active EE | $3,559 | $4,175-14.7% | $3,660-2.7% | $4,761-25.2% |
| Participant deferral / active EE | $10,987 | $4,957+121.6% | $4,370+151.4% | $5,982+83.7% |
| Admin fee / account holder | $7,159 | $7,245-1.2% | $5,945+20.4% | $11,246-36.3% |