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 | $93,929 | $108,172-13.2% | $77,482+21.2% | $158,922-40.9% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 10.92% | 31.67%-20.8pp | 54.79%-43.9pp | 302.83%-291.9pp |
| Employer contribution / active EE | $1,493 | $1,325+12.7% | $986+51.4% | $4,761-68.6% |
| Participant deferral / active EE | $3,807 | $2,456+55.0% | $1,861+104.6% | $5,982-36.4% |
| Admin fee / account holder | $1,949 | $3,708-47.4% | $2,858-31.8% | $11,246-82.7% |