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 | $66,273 | $106,890-38.0% | $84,015-21.1% | $152,861-56.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 18.89% | 104.99%-86.1pp | 71.31%-52.4pp | 345.32%-326.4pp |
| Employer contribution / active EE | $1,453 | $2,734-46.9% | $1,983-26.8% | $4,762-69.5% |
| Participant deferral / active EE | $5,223 | $4,011+30.2% | $3,239+61.3% | $5,850-10.7% |
| Admin fee / account holder | $6,113 | $8,285-26.2% | $6,101+0.2% | $11,596-47.3% |