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 | $92,758 | $114,381-18.9% | $107,525-13.7% | $142,382-34.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 14.06% | 242.71%-228.6pp | 181.32%-167.3pp | 217.08%-203.0pp |
| Employer contribution / active EE | $2,414 | $4,015-39.9% | $3,754-35.7% | $4,299-43.8% |
| Participant deferral / active EE | $15,486 | $5,564+178.3% | $5,116+202.7% | $6,507+138.0% |
| Admin fee / account holder | $1,176 | $9,860-88.1% | $8,919-86.8% | $12,624-90.7% |