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 | $75,478 | $197,591-61.8% | $177,821-57.6% | $158,922-52.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 28.35% | 58.76%-30.4pp | 48.32%-20.0pp | 302.83%-274.5pp |
| Employer contribution / active EE | $13,913 | $6,697+107.7% | $5,918+135.1% | $4,761+192.2% |
| Participant deferral / active EE | $9,365 | $8,405+11.4% | $7,714+21.4% | $5,982+56.5% |
| Admin fee / account holder | $40,000 | $15,399+159.8% | $12,427+221.9% | $11,246+255.7% |