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 | $88,048 | $106,515-17.3% | $96,683-8.9% | $139,434-36.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.79% | 38.43%-20.6pp | 35.69%-17.9pp | 372.94%-355.2pp |
| Employer contribution / active EE | $6,672 | $4,103+62.6% | $3,737+78.5% | $4,751+40.4% |
| Participant deferral / active EE | $5,778 | $5,454+5.9% | $4,878+18.4% | $6,710-13.9% |
| Admin fee / account holder | $952 | $7,877-87.9% | $6,730-85.9% | $11,403-91.7% |