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 | $74,162 | $185,822-60.1% | $169,993-56.4% | $139,434-46.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 14.95% | 60.50%-45.6pp | 53.37%-38.4pp | 372.94%-358.0pp |
| Employer contribution / active EE | $2,753 | $7,590-63.7% | $6,785-59.4% | $4,751-42.0% |
| Participant deferral / active EE | $5,170 | $11,622-55.5% | $10,408-50.3% | $6,710-23.0% |
| Admin fee / account holder | $9,333 | $15,381-39.3% | $12,815-27.2% | $11,403-18.1% |