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 | $75,023 | $95,416-21.4% | $185,823-59.6% | $85,850-12.6% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 15.92% | 23.59%-7.7pp | 122.05%-106.1pp | 318.53%-302.6pp |
| Employer contribution / active EE | $4,234 | $3,314+27.8% | $5,167-18.1% | $2,565+65.1% |
| Participant deferral / active EE | $5,019 | $3,423+46.6% | $5,568-9.9% | $3,952+27.0% |
| Admin fee / account holder | $770 | $7,213-89.3% | $16,237-95.3% | $6,260-87.7% |