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 | $78,478 | $127,777-38.6% | $106,548-26.3% | $167,490-53.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 21.50% | 33.87%-12.4pp | 26.80%-5.3pp | 478.56%-457.1pp |
| Employer contribution / active EE | $3,025 | $3,427-11.7% | $2,819+7.3% | $4,837-37.5% |
| Participant deferral / active EE | $11,629 | $5,087+128.6% | $4,398+164.4% | $6,341+83.4% |
| Admin fee / account holder | $325 | $11,228-97.1% | $7,407-95.6% | $12,309-97.4% |