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 | $81,640 | $152,587-46.5% | $125,175-34.8% | $152,861-46.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 20.74% | 54.84%-34.1pp | 43.79%-23.0pp | 345.32%-324.6pp |
| Employer contribution / active EE | $1,787 | $4,946-63.9% | $3,865-53.8% | $4,762-62.5% |
| Participant deferral / active EE | $9,663 | $5,868+64.7% | $4,937+95.7% | $5,850+65.2% |
| Admin fee / account holder | $6,594 | $13,434-50.9% | $9,702-32.0% | $11,596-43.1% |