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 6-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 | $90,786 | $117,841-23.0% | $102,423-11.4% | $145,922-37.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.60% | 31.65%-19.0pp | 29.32%-16.7pp | 561.29%-548.7pp |
| Employer contribution / active EE | $8,858 | $3,615+145.1% | $3,023+193.0% | $4,660+90.1% |
| Participant deferral / active EE | $30,505 | $5,731+432.3% | $5,053+503.7% | $6,688+356.1% |
| Admin fee / account holder | $2,049 | $13,326-84.6% | $9,451-78.3% | $13,397-84.7% |