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 | $76,340 | $162,781-53.1% | $133,956-43.0% | $158,922-52.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 21.18% | 41.94%-20.8pp | 45.09%-23.9pp | 302.83%-281.6pp |
| Employer contribution / active EE | $4,612 | $4,975-7.3% | $3,919+17.7% | $4,761-3.1% |
| Participant deferral / active EE | $13,015 | $5,911+120.2% | $5,048+157.8% | $5,982+117.6% |
| Admin fee / account holder | $777 | $11,736-93.4% | $8,927-91.3% | $11,246-93.1% |