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 | $84,137 | $117,841-28.6% | $102,423-17.9% | $145,922-42.3% |
| Participation rate | 88.9% | 78.6%+10.3pp | 76.5%+12.4pp | 80.3%+8.6pp |
| Annual return | 11.59% | 31.65%-20.1pp | 29.32%-17.7pp | 561.29%-549.7pp |
| Employer contribution / active EE | $3,488 | $3,615-3.5% | $3,023+15.4% | $4,660-25.1% |
| Participant deferral / active EE | $4,975 | $5,731-13.2% | $5,053-1.5% | $6,688-25.6% |
| Admin fee / account holder | $12,038 | $13,326-9.7% | $9,451+27.4% | $13,397-10.1% |