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 | $102,466 | $110,257-7.1% | $96,544+6.1% | $139,434-26.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 14.45% | 26.32%-11.9pp | 25.84%-11.4pp | 372.94%-358.5pp |
| Employer contribution / active EE | $2,760 | $3,620-23.8% | $2,965-6.9% | $4,751-41.9% |
| Participant deferral / active EE | $13,532 | $5,548+143.9% | $4,851+179.0% | $6,710+101.7% |
| Admin fee / account holder | $736 | $11,591-93.7% | $8,252-91.1% | $11,403-93.5% |