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 | $60,111 | $209,336-71.3% | $197,124-69.5% | $137,256-56.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 13.24% | 48.09%-34.9pp | 44.34%-31.1pp | 220.34%-207.1pp |
| Employer contribution / active EE | $2,023 | $6,591-69.3% | $6,227-67.5% | $4,156-51.3% |
| Participant deferral / active EE | $9,243 | $9,614-3.9% | $9,135+1.2% | $6,407+44.3% |
| Admin fee / account holder | $1,270 | $17,308-92.7% | $16,298-92.2% | $12,270-89.6% |