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 | $96,058 | $127,386-24.6% | $115,037-16.5% | $125,391-23.4% |
| Participation rate | 75.0% | 84.2%-9.2pp | 81.4%-6.4pp | 83.2%-8.2pp |
| Annual return | 2.11% | 31.28%-29.2pp | 26.14%-24.0pp | 282.22%-280.1pp |
| Employer contribution / active EE | $10,064 | $5,166+94.8% | $4,608+118.4% | $4,866+106.8% |
| Participant deferral / active EE | $4,500 | $6,423-29.9% | $6,026-25.3% | $5,352-15.9% |
| Admin fee / account holder | $452 | $9,516-95.2% | $8,175-94.5% | $9,540-95.3% |