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 | $97,125-19.6% | $86,233-9.5% | $137,256-43.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 14.97% | 74.19%-59.2pp | 61.39%-46.4pp | 220.34%-205.4pp |
| Employer contribution / active EE | $3,024 | $2,841+6.4% | $2,504+20.8% | $4,156-27.2% |
| Participant deferral / active EE | $11,100 | $5,180+114.3% | $4,559+143.5% | $6,407+73.3% |
| Admin fee / account holder | $2,530 | $9,725-74.0% | $8,342-69.7% | $12,270-79.4% |