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 7-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 | $113,374 | $124,319-8.8% | $111,297+1.9% | $167,490-32.3% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 17.90% | 37.44%-19.5pp | 54.65%-36.7pp | 478.56%-460.7pp |
| Employer contribution / active EE | $2,676 | $3,435-22.1% | $2,731-2.0% | $4,837-44.7% |
| Participant deferral / active EE | $7,954 | $5,180+53.5% | $4,487+77.3% | $6,341+25.4% |
| Admin fee / account holder | $909 | $10,618-91.4% | $7,964-88.6% | $12,309-92.6% |