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 | $76,681 | $99,918-23.3% | $81,382-5.8% | $145,922-47.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 11.81% | 34.32%-22.5pp | 24.73%-12.9pp | 561.29%-549.5pp |
| Employer contribution / active EE | $3,133 | $2,978+5.2% | $2,463+27.2% | $4,660-32.8% |
| Participant deferral / active EE | $10,117 | $4,605+119.7% | $3,883+160.5% | $6,688+51.3% |
| Admin fee / account holder | $870 | $8,212-89.4% | $5,768-84.9% | $13,397-93.5% |