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 5-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 | $78,081 | $100,773-22.5% | $88,946-12.2% | $142,382-45.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 14.97% | 70.18%-55.2pp | 57.82%-42.9pp | 217.08%-202.1pp |
| Employer contribution / active EE | $3,024 | $2,918+3.6% | $2,555+18.4% | $4,299-29.7% |
| Participant deferral / active EE | $11,100 | $5,230+112.2% | $4,581+142.3% | $6,507+70.6% |
| Admin fee / account holder | $2,530 | $9,693-73.9% | $8,261-69.4% | $12,624-80.0% |