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 | $52,560 | $112,881-53.4% | $90,951-42.2% | $158,922-66.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 16.50% | 215.79%-199.3pp | 134.60%-118.1pp | 302.83%-286.3pp |
| Employer contribution / active EE | $2,491 | $2,893-13.9% | $2,122+17.4% | $4,761-47.7% |
| Participant deferral / active EE | $4,744 | $4,128+14.9% | $3,373+40.7% | $5,982-20.7% |
| Admin fee / account holder | $770 | $8,041-90.4% | $5,959-87.1% | $11,246-93.2% |