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 | $54,355 | $104,974-48.2% | $95,585-43.1% | $142,382-61.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 15.14% | 210.33%-195.2pp | 38.56%-23.4pp | 217.08%-201.9pp |
| Employer contribution / active EE | $2,885 | $2,779+3.8% | $2,527+14.2% | $4,299-32.9% |
| Participant deferral / active EE | $16,603 | $4,352+281.5% | $4,023+312.7% | $6,507+155.1% |
| Admin fee / account holder | $515 | $6,386-91.9% | $6,127-91.6% | $12,624-95.9% |