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 | $86,624 | $102,616-15.6% | $81,983+5.7% | $158,922-45.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 13.92% | 61.04%-47.1pp | 41.31%-27.4pp | 302.83%-288.9pp |
| Employer contribution / active EE | $6,399 | $3,240+97.5% | $2,498+156.1% | $4,761+34.4% |
| Participant deferral / active EE | $2,171 | $4,648-53.3% | $3,722-41.7% | $5,982-63.7% |
| Admin fee / account holder | $1,331 | $8,235-83.8% | $5,664-76.5% | $11,246-88.2% |