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 | $77,134 | $117,841-34.5% | $102,423-24.7% | $145,922-47.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 18.31% | 31.65%-13.3pp | 29.32%-11.0pp | 561.29%-543.0pp |
| Employer contribution / active EE | $2,469 | $3,615-31.7% | $3,023-18.3% | $4,660-47.0% |
| Participant deferral / active EE | $8,063 | $5,731+40.7% | $5,053+59.6% | $6,688+20.6% |
| Admin fee / account holder | $1,753 | $13,326-86.8% | $9,451-81.4% | $13,397-86.9% |