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 | $60,692 | $129,942-53.3% | $104,294-41.8% | $134,475-54.9% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | 12.67% | 42.03%-29.4pp | 24.61%-11.9pp | 417.96%-405.3pp |
| Employer contribution / active EE | $3,206 | $4,184-23.4% | $3,372-4.9% | $4,740-32.4% |
| Participant deferral / active EE | $13,034 | $5,588+133.3% | $4,625+181.8% | $6,400+103.7% |
| Admin fee / account holder | $2,277 | $9,323-75.6% | $7,339-69.0% | $11,426-80.1% |