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 | $67,418 | $58,828+14.6% | $77,999-13.6% | $62,891+7.2% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 10.18% | 17.16%-7.0pp | 425.96%-415.8pp | 20.14%-10.0pp |
| Employer contribution / active EE | $7,477 | $1,672+347.3% | $2,470+202.7% | $2,281+227.8% |
| Participant deferral / active EE | $2,883 | $2,686+7.4% | $3,497-17.6% | $3,203-10.0% |
| Admin fee / account holder | $5,642 | $4,393+28.4% | $5,480+2.9% | $4,296+31.3% |