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 | $81,767 | $138,065-40.8% | $123,544-33.8% | $135,375-39.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 1.56% | 153.68%-152.1pp | 119.20%-117.6pp | 519.73%-518.2pp |
| Employer contribution / active EE | $2,533 | $5,151-50.8% | $4,628-45.3% | $4,779-47.0% |
| Participant deferral / active EE | $9,153 | $6,799+34.6% | $6,426+42.4% | $5,609+63.2% |
| Admin fee / account holder | $3,553 | $10,916-67.4% | $9,284-61.7% | $10,827-67.2% |