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 | $65,616 | $183,519-64.2% | $155,509-57.8% | $145,922-55.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.95% | 61.17%-52.2pp | 64.67%-55.7pp | 561.29%-552.3pp |
| Employer contribution / active EE | $2,561 | $5,313-51.8% | $4,672-45.2% | $4,660-45.0% |
| Participant deferral / active EE | $13,939 | $6,462+115.7% | $5,626+147.7% | $6,688+108.4% |
| Admin fee / account holder | $11,295 | $19,313-41.5% | $15,912-29.0% | $13,397-15.7% |