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 5-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 | $92,022 | $114,381-19.5% | $107,525-14.4% | $142,382-35.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 22.74% | 242.71%-220.0pp | 181.32%-158.6pp | 217.08%-194.3pp |
| Employer contribution / active EE | $12,844 | $4,015+219.9% | $3,754+242.2% | $4,299+198.8% |
| Participant deferral / active EE | $8,213 | $5,564+47.6% | $5,116+60.5% | $6,507+26.2% |
| Admin fee / account holder | $578 | $9,860-94.1% | $8,919-93.5% | $12,624-95.4% |