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 | $71,274 | $117,841-39.5% | $102,423-30.4% | $145,922-51.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.46% | 31.65%-19.2pp | 29.32%-16.9pp | 561.29%-548.8pp |
| Employer contribution / active EE | $8,971 | $3,615+148.2% | $3,023+196.7% | $4,660+92.5% |
| Participant deferral / active EE | $12,532 | $5,731+118.7% | $5,053+148.0% | $6,688+87.4% |
| Admin fee / account holder | $1,580 | $13,326-88.1% | $9,451-83.3% | $13,397-88.2% |