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 3-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 | $139,769 | $97,125+43.9% | $86,233+62.1% | $137,256+1.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 15.04% | 74.19%-59.1pp | 61.39%-46.3pp | 220.34%-205.3pp |
| Employer contribution / active EE | $6,891 | $2,841+142.5% | $2,504+175.1% | $4,156+65.8% |
| Participant deferral / active EE | $27,000 | $5,180+421.3% | $4,559+492.2% | $6,407+321.4% |
| Admin fee / account holder | $2,239 | $9,725-77.0% | $8,342-73.2% | $12,270-81.8% |