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 | $62,934 | $97,125-35.2% | $86,233-27.0% | $137,256-54.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 21.82% | 74.19%-52.4pp | 61.39%-39.6pp | 220.34%-198.5pp |
| Employer contribution / active EE | $3,592 | $2,841+26.4% | $2,504+43.4% | $4,156-13.6% |
| Participant deferral / active EE | $7,821 | $5,180+51.0% | $4,559+71.6% | $6,407+22.1% |
| Admin fee / account holder | $2,514 | $9,725-74.2% | $8,342-69.9% | $12,270-79.5% |