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 4-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 | $112,550 | $104,974+7.2% | $95,585+17.7% | $142,382-21.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 12.96% | 210.33%-197.4pp | 38.56%-25.6pp | 217.08%-204.1pp |
| Employer contribution / active EE | $1,509 | $2,779-45.7% | $2,527-40.3% | $4,299-64.9% |
| Participant deferral / active EE | $5,580 | $4,352+28.2% | $4,023+38.7% | $6,507-14.2% |
| Admin fee / account holder | $7,614 | $6,386+19.2% | $6,127+24.3% | $12,624-39.7% |