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 | $68,678 | $104,974-34.6% | $95,585-28.2% | $142,382-51.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 18.08% | 210.33%-192.3pp | 38.56%-20.5pp | 217.08%-199.0pp |
| Employer contribution / active EE | $2,976 | $2,779+7.1% | $2,527+17.8% | $4,299-30.8% |
| Participant deferral / active EE | $5,940 | $4,352+36.5% | $4,023+47.7% | $6,507-8.7% |
| Admin fee / account holder | $1,465 | $6,386-77.1% | $6,127-76.1% | $12,624-88.4% |