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 | $65,644 | $81,233-19.2% | $155,567-57.8% | $80,874-18.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 14.05% | 33.33%-19.3pp | 64.74%-50.7pp | 35.62%-21.6pp |
| Employer contribution / active EE | $1,002 | $3,101-67.7% | $4,674-78.6% | $2,756-63.6% |
| Participant deferral / active EE | $3,489 | $3,452+1.1% | $5,628-38.0% | $4,297-18.8% |
| Admin fee / account holder | $1,600 | $7,998-80.0% | $15,916-89.9% | $6,935-76.9% |