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 | $76,152 | $106,515-28.5% | $96,683-21.2% | $139,434-45.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.87% | 38.43%-21.6pp | 35.69%-18.8pp | 372.94%-356.1pp |
| Employer contribution / active EE | $1,023 | $4,103-75.1% | $3,737-72.6% | $4,751-78.5% |
| Participant deferral / active EE | $1,538 | $5,454-71.8% | $4,878-68.5% | $6,710-77.1% |
| Admin fee / account holder | $814 | $7,877-89.7% | $6,730-87.9% | $11,403-92.9% |