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 | $66,102 | $114,381-42.2% | $107,525-38.5% | $142,382-53.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 20.07% | 242.71%-222.6pp | 181.32%-161.3pp | 217.08%-197.0pp |
| Employer contribution / active EE | $6,880 | $4,015+71.4% | $3,754+83.3% | $4,299+60.0% |
| Participant deferral / active EE | $13,437 | $5,564+141.5% | $5,116+162.7% | $6,507+106.5% |
| Admin fee / account holder | $9,540 | $9,860-3.3% | $8,919+7.0% | $12,624-24.4% |