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 6-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 | $94,731 | $117,983-19.7% | $101,794-6.9% | $142,382-33.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 16.06% | 36.92%-20.9pp | 30.53%-14.5pp | 217.08%-201.0pp |
| Employer contribution / active EE | $10,405 | $2,773+275.3% | $2,289+354.6% | $4,299+142.0% |
| Participant deferral / active EE | $4,461 | $4,714-5.4% | $4,084+9.2% | $6,507-31.4% |
| Admin fee / account holder | $1,427 | $10,433-86.3% | $8,777-83.7% | $12,624-88.7% |