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 | $79,622 | $94,625-15.9% | $116,228-31.5% | $84,808-6.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 15.60% | 20.40%-4.8pp | 90.06%-74.5pp | 40.90%-25.3pp |
| Employer contribution / active EE | $1,538 | $2,347-34.4% | $2,994-48.6% | $2,631-41.5% |
| Participant deferral / active EE | $4,091 | $3,972+3.0% | $4,953-17.4% | $4,212-2.9% |
| Admin fee / account holder | $468 | $10,091-95.4% | $11,989-96.1% | $7,344-93.6% |