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 8-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 | $99,658 | $162,781-38.8% | $133,956-25.6% | $158,922-37.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 19.57% | 41.94%-22.4pp | 45.09%-25.5pp | 302.83%-283.3pp |
| Employer contribution / active EE | $4,692 | $4,975-5.7% | $3,919+19.7% | $4,761-1.5% |
| Participant deferral / active EE | $23,833 | $5,911+303.2% | $5,048+372.2% | $5,982+298.4% |
| Admin fee / account holder | $1,581 | $11,736-86.5% | $8,927-82.3% | $11,246-85.9% |