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 | $121,853 | $99,877+22.0% | $84,966+43.4% | $145,922-16.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 10.30% | 83.76%-73.5pp | 66.38%-56.1pp | 561.29%-551.0pp |
| Employer contribution / active EE | $2,892 | $3,231-10.5% | $2,727+6.0% | $4,660-37.9% |
| Participant deferral / active EE | $6,650 | $5,291+25.7% | $4,519+47.1% | $6,688-0.6% |
| Admin fee / account holder | $1,745 | $7,248-75.9% | $6,149-71.6% | $13,397-87.0% |