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 9-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 | $108,614 | $228,332-52.4% | $185,823-41.5% | $158,922-31.7% |
| Participation rate | 85.7% | 82.3%+3.4pp | 78.0%+7.7pp | 82.0%+3.8pp |
| Annual return | 18.77% | 40.80%-22.0pp | 35.95%-17.2pp | 302.83%-284.1pp |
| Employer contribution / active EE | $2,071 | $4,967-58.3% | $4,087-49.3% | $4,761-56.5% |
| Participant deferral / active EE | $6,832 | $6,415+6.5% | $5,632+21.3% | $5,982+14.2% |
| Admin fee / account holder | $807 | $11,864-93.2% | $9,500-91.5% | $11,246-92.8% |