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 | $99,066 | $114,381-13.4% | $107,525-7.9% | $142,382-30.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 12.02% | 242.71%-230.7pp | 181.32%-169.3pp | 217.08%-205.1pp |
| Employer contribution / active EE | $2,745 | $4,015-31.6% | $3,754-26.9% | $4,299-36.2% |
| Participant deferral / active EE | $9,613 | $5,564+72.8% | $5,116+87.9% | $6,507+47.7% |
| Admin fee / account holder | $30,382 | $9,860+208.1% | $8,919+240.7% | $12,624+140.7% |