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 | $62,989 | $99,877-36.9% | $84,966-25.9% | $145,922-56.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 13.58% | 83.76%-70.2pp | 66.38%-52.8pp | 561.29%-547.7pp |
| Employer contribution / active EE | $3,778 | $3,231+16.9% | $2,727+38.5% | $4,660-18.9% |
| Participant deferral / active EE | $10,536 | $5,291+99.1% | $4,519+133.1% | $6,688+57.5% |
| Admin fee / account holder | $325 | $7,248-95.5% | $6,149-94.7% | $13,397-97.6% |