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 | $60,626 | $111,535-45.6% | $105,223-42.4% | $137,256-55.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 14.65% | 237.85%-223.2pp | 180.65%-166.0pp | 220.34%-205.7pp |
| Employer contribution / active EE | $2,755 | $3,939-30.1% | $3,689-25.3% | $4,156-33.7% |
| Participant deferral / active EE | $7,490 | $5,500+36.2% | $5,072+47.7% | $6,407+16.9% |
| Admin fee / account holder | $505 | $9,721-94.8% | $8,859-94.3% | $12,270-95.9% |