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 | $114,201 | $97,125+17.6% | $86,233+32.4% | $137,256-16.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 19.44% | 74.19%-54.8pp | 61.39%-42.0pp | 220.34%-200.9pp |
| Employer contribution / active EE | $3,777 | $2,841+32.9% | $2,504+50.8% | $4,156-9.1% |
| Participant deferral / active EE | $14,486 | $5,180+179.7% | $4,559+217.7% | $6,407+126.1% |
| Admin fee / account holder | $604 | $9,725-93.8% | $8,342-92.8% | $12,270-95.1% |