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 5-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 | $73,138 | $117,983-38.0% | $101,794-28.2% | $142,382-48.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 14.61% | 36.92%-22.3pp | 30.53%-15.9pp | 217.08%-202.5pp |
| Employer contribution / active EE | $3,395 | $2,773+22.4% | $2,289+48.3% | $4,299-21.0% |
| Participant deferral / active EE | $8,839 | $4,714+87.5% | $4,084+116.4% | $6,507+35.8% |
| Admin fee / account holder | $1,371 | $10,433-86.9% | $8,777-84.4% | $12,624-89.1% |