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 | $77,994 | $117,841-33.8% | $102,423-23.9% | $145,922-46.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.36% | 31.65%-20.3pp | 29.32%-18.0pp | 561.29%-549.9pp |
| Employer contribution / active EE | $4,155 | $3,615+14.9% | $3,023+37.4% | $4,660-10.8% |
| Participant deferral / active EE | $7,363 | $5,731+28.5% | $5,053+45.7% | $6,688+10.1% |
| Admin fee / account holder | $775 | $13,326-94.2% | $9,451-91.8% | $13,397-94.2% |