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 | $93,179 | $111,535-16.5% | $105,223-11.4% | $137,256-32.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 19.62% | 237.85%-218.2pp | 180.65%-161.0pp | 220.34%-200.7pp |
| Employer contribution / active EE | $7,343 | $3,939+86.4% | $3,689+99.1% | $4,156+76.7% |
| Participant deferral / active EE | $13,033 | $5,500+137.0% | $5,072+157.0% | $6,407+103.4% |
| Admin fee / account holder | $572 | $9,721-94.1% | $8,859-93.5% | $12,270-95.3% |