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 | $65,087 | $172,111-62.2% | $150,298-56.7% | $137,256-52.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.53% | 69.37%-53.8pp | 62.79%-47.3pp | 220.34%-204.8pp |
| Employer contribution / active EE | $2,424 | $4,636-47.7% | $4,154-41.6% | $4,156-41.7% |
| Participant deferral / active EE | $7,914 | $6,166+28.3% | $5,453+45.1% | $6,407+23.5% |
| Admin fee / account holder | $840 | $16,471-94.9% | $14,116-94.1% | $12,270-93.2% |