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 | $39,288 | $110,257-64.4% | $96,544-59.3% | $139,434-71.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 14.43% | 26.32%-11.9pp | 25.84%-11.4pp | 372.94%-358.5pp |
| Employer contribution / active EE | $9,108 | $3,620+151.6% | $2,965+207.2% | $4,751+91.7% |
| Participant deferral / active EE | $5,464 | $5,548-1.5% | $4,851+12.6% | $6,710-18.6% |
| Admin fee / account holder | $2,040 | $11,591-82.4% | $8,252-75.3% | $11,403-82.1% |