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 | $110,989 | $127,264-12.8% | $109,895+1.0% | $167,490-33.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 8.63% | 22.97%-14.3pp | 29.45%-20.8pp | 478.56%-469.9pp |
| Employer contribution / active EE | $9,375 | $3,322+182.2% | $2,842+229.8% | $4,837+93.8% |
| Participant deferral / active EE | $4,625 | $4,514+2.5% | $4,048+14.3% | $6,341-27.1% |
| Admin fee / account holder | $1,946 | $7,114-72.6% | $6,066-67.9% | $12,309-84.2% |