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 | $54,923 | $109,982-50.1% | $97,226-43.5% | $145,922-62.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 17.30% | 242.90%-225.6pp | 75.13%-57.8pp | 561.29%-544.0pp |
| Employer contribution / active EE | $2,890 | $3,084-6.3% | $2,729+5.9% | $4,660-38.0% |
| Participant deferral / active EE | $5,652 | $4,676+20.9% | $4,264+32.6% | $6,688-15.5% |
| Admin fee / account holder | $348 | $6,221-94.4% | $5,654-93.8% | $13,397-97.4% |