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 | $82,339 | $117,841-30.1% | $102,423-19.6% | $145,922-43.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 30.89% | 31.65%-0.8pp | 29.32%+1.6pp | 561.29%-530.4pp |
| Employer contribution / active EE | $11,588 | $3,615+220.6% | $3,023+283.3% | $4,660+148.7% |
| Participant deferral / active EE | $7,204 | $5,731+25.7% | $5,053+42.6% | $6,688+7.7% |
| Admin fee / account holder | $1,130 | $13,326-91.5% | $9,451-88.0% | $13,397-91.6% |