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 | $54,534 | $162,781-66.5% | $133,956-59.3% | $158,922-65.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 13.20% | 41.94%-28.7pp | 45.09%-31.9pp | 302.83%-289.6pp |
| Employer contribution / active EE | $9,302 | $4,975+87.0% | $3,919+137.4% | $4,761+95.4% |
| Participant deferral / active EE | $9,945 | $5,911+68.2% | $5,048+97.0% | $5,982+66.2% |
| Admin fee / account holder | $319 | $11,736-97.3% | $8,927-96.4% | $11,246-97.2% |