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 | $58,702 | $115,882-49.3% | $100,516-41.6% | $158,922-63.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 19.30% | 34.79%-15.5pp | 30.89%-11.6pp | 302.83%-283.5pp |
| Employer contribution / active EE | $3,717 | $4,103-9.4% | $3,418+8.8% | $4,761-21.9% |
| Participant deferral / active EE | $14,047 | $6,674+110.5% | $6,270+124.0% | $5,982+134.8% |
| Admin fee / account holder | $503 | $10,995-95.4% | $8,081-93.8% | $11,246-95.5% |