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 6-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 | $81,504 | $106,515-23.5% | $96,683-15.7% | $139,434-41.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 19.34% | 38.43%-19.1pp | 35.69%-16.4pp | 372.94%-353.6pp |
| Employer contribution / active EE | $12,884 | $4,103+214.0% | $3,737+244.8% | $4,751+171.2% |
| Participant deferral / active EE | $17,817 | $5,454+226.7% | $4,878+265.2% | $6,710+165.5% |
| Admin fee / account holder | $27,983 | $7,877+255.3% | $6,730+315.8% | $11,403+145.4% |