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 9-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 | $47,894 | $127,065-62.3% | $113,168-57.7% | $142,382-66.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 17.44% | 24.03%-6.6pp | 24.27%-6.8pp | 217.08%-199.6pp |
| Employer contribution / active EE | $3,339 | $3,442-3.0% | $2,975+12.2% | $4,299-22.3% |
| Participant deferral / active EE | $7,582 | $5,716+32.6% | $5,107+48.5% | $6,507+16.5% |
| Admin fee / account holder | $718 | $15,736-95.4% | $12,068-94.1% | $12,624-94.3% |