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 | $45,499 | $117,841-61.4% | $102,423-55.6% | $145,922-68.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.26% | 31.65%-17.4pp | 29.32%-15.1pp | 561.29%-547.0pp |
| Employer contribution / active EE | $3,275 | $3,615-9.4% | $3,023+8.3% | $4,660-29.7% |
| Participant deferral / active EE | $7,454 | $5,731+30.1% | $5,053+47.5% | $6,688+11.5% |
| Admin fee / account holder | $342 | $13,326-97.4% | $9,451-96.4% | $13,397-97.4% |