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 | $85,813 | $112,729-23.9% | $98,716-13.1% | $137,256-37.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 21.70% | 38.48%-16.8pp | 31.81%-10.1pp | 220.34%-198.6pp |
| Employer contribution / active EE | $1,528 | $2,725-44.0% | $2,279-33.0% | $4,156-63.2% |
| Participant deferral / active EE | $7,301 | $4,640+57.3% | $4,048+80.4% | $6,407+14.0% |
| Admin fee / account holder | $764 | $10,129-92.5% | $8,703-91.2% | $12,270-93.8% |