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 | $65,975 | $99,877-33.9% | $84,966-22.4% | $145,922-54.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 9.94% | 83.76%-73.8pp | 66.38%-56.4pp | 561.29%-551.3pp |
| Employer contribution / active EE | $2,763 | $3,231-14.5% | $2,727+1.3% | $4,660-40.7% |
| Participant deferral / active EE | $7,342 | $5,291+38.8% | $4,519+62.4% | $6,688+9.8% |
| Admin fee / account holder | $738 | $7,248-89.8% | $6,149-88.0% | $13,397-94.5% |