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 | $10,103 | $97,125-89.6% | $86,233-88.3% | $137,256-92.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 16.83% | 74.19%-57.4pp | 61.39%-44.6pp | 220.34%-203.5pp |
| Employer contribution / active EE | $2,638 | $2,841-7.2% | $2,504+5.3% | $4,156-36.5% |
| Participant deferral / active EE | $4,665 | $5,180-9.9% | $4,559+2.3% | $6,407-27.2% |
| Admin fee / account holder | $501 | $9,725-94.8% | $8,342-94.0% | $12,270-95.9% |