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 | $78,199 | $104,974-25.5% | $95,585-18.2% | $142,382-45.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 18.44% | 210.33%-191.9pp | 38.56%-20.1pp | 217.08%-198.6pp |
| Employer contribution / active EE | $8,238 | $2,779+196.5% | $2,527+226.1% | $4,299+91.6% |
| Participant deferral / active EE | $12,307 | $4,352+182.8% | $4,023+205.9% | $6,507+89.1% |
| Admin fee / account holder | $24,899 | $6,386+289.9% | $6,127+306.4% | $12,624+97.2% |