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 | $59,527 | $111,535-46.6% | $105,223-43.4% | $137,256-56.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 18.74% | 237.85%-219.1pp | 180.65%-161.9pp | 220.34%-201.6pp |
| Employer contribution / active EE | $3,494 | $3,939-11.3% | $3,689-5.3% | $4,156-15.9% |
| Participant deferral / active EE | $5,990 | $5,500+8.9% | $5,072+18.1% | $6,407-6.5% |
| Admin fee / account holder | $669 | $9,721-93.1% | $8,859-92.4% | $12,270-94.5% |