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 | $61,289 | $106,515-42.5% | $96,683-36.6% | $139,434-56.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.98% | 38.43%-20.4pp | 35.69%-17.7pp | 372.94%-355.0pp |
| Employer contribution / active EE | $1,162 | $4,103-71.7% | $3,737-68.9% | $4,751-75.5% |
| Participant deferral / active EE | $6,859 | $5,454+25.8% | $4,878+40.6% | $6,710+2.2% |
| Admin fee / account holder | $25,129 | $7,877+219.0% | $6,730+273.4% | $11,403+120.4% |