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 | $63,227 | $109,881-42.5% | $150,045-57.9% | $84,808-25.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 16.27% | 28.25%-12.0pp | 62.55%-46.3pp | 40.90%-24.6pp |
| Employer contribution / active EE | $9,084 | $3,561+155.1% | $4,693+93.6% | $2,631+245.3% |
| Participant deferral / active EE | $8,024 | $6,636+20.9% | $7,997+0.3% | $4,212+90.5% |
| Admin fee / account holder | $890 | $8,568-89.6% | $13,435-93.4% | $7,344-87.9% |