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 | $93,719 | $117,859-20.5% | $102,438-8.5% | $145,959-35.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 26.96% | 31.72%-4.8pp | 29.37%-2.4pp | 561.95%-535.0pp |
| Employer contribution / active EE | $5,385 | $3,615+49.0% | $3,024+78.1% | $4,661+15.5% |
| Participant deferral / active EE | $16,029 | $5,732+179.6% | $5,054+217.2% | $6,689+139.6% |
| Admin fee / account holder | $13,770 | $13,318+3.4% | $9,448+45.7% | $13,398+2.8% |