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 | $116,453 | $162,781-28.5% | $133,956-13.1% | $158,922-26.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 19.10% | 41.94%-22.8pp | 45.09%-26.0pp | 302.83%-283.7pp |
| Employer contribution / active EE | $7,291 | $4,975+46.5% | $3,919+86.1% | $4,761+53.1% |
| Participant deferral / active EE | $7,441 | $5,911+25.9% | $5,048+47.4% | $5,982+24.4% |
| Admin fee / account holder | $708 | $11,736-94.0% | $8,927-92.1% | $11,246-93.7% |