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 | $88,628 | $162,781-45.6% | $133,956-33.8% | $158,922-44.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 18.28% | 41.94%-23.7pp | 45.09%-26.8pp | 302.83%-284.5pp |
| Employer contribution / active EE | $5,401 | $4,975+8.5% | $3,919+37.8% | $4,761+13.4% |
| Participant deferral / active EE | $8,667 | $5,911+46.6% | $5,048+71.7% | $5,982+44.9% |
| Admin fee / account holder | $470 | $11,736-96.0% | $8,927-94.7% | $11,246-95.8% |