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 | $72,111 | $116,167-37.9% | $64,489+11.8% | $137,256-47.5% |
| Participation rate | 100.0% | 68.2%+31.8pp | 67.7%+32.3pp | 80.0%+20.0pp |
| Annual return | 15.85% | 36.55%-20.7pp | 55.03%-39.2pp | 220.34%-204.5pp |
| Employer contribution / active EE | $4,535 | $2,483+82.6% | $1,523+197.7% | $4,156+9.1% |
| Participant deferral / active EE | $15,670 | $4,215+271.8% | $2,778+464.0% | $6,407+144.6% |
| Admin fee / account holder | $706 | $6,188-88.6% | $4,260-83.4% | $12,270-94.2% |