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 | $51,567 | $185,822-72.2% | $169,993-69.7% | $139,434-63.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.93% | 60.50%-42.6pp | 53.37%-35.4pp | 372.94%-355.0pp |
| Employer contribution / active EE | $6,729 | $7,590-11.3% | $6,785-0.8% | $4,751+41.6% |
| Participant deferral / active EE | $5,239 | $11,622-54.9% | $10,408-49.7% | $6,710-21.9% |
| Admin fee / account holder | $2,069 | $15,381-86.5% | $12,815-83.9% | $11,403-81.9% |