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 | $72,706 | $106,515-31.7% | $96,683-24.8% | $139,434-47.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 21.31% | 38.43%-17.1pp | 35.69%-14.4pp | 372.94%-351.6pp |
| Employer contribution / active EE | $2,454 | $4,103-40.2% | $3,737-34.3% | $4,751-48.4% |
| Participant deferral / active EE | $6,044 | $5,454+10.8% | $4,878+23.9% | $6,710-9.9% |
| Admin fee / account holder | $306 | $7,877-96.1% | $6,730-95.4% | $11,403-97.3% |