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 | $174,998 | $124,425+40.6% | $112,040+56.2% | $137,256+27.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 16.49% | 24.72%-8.2pp | 24.52%-8.0pp | 220.34%-203.8pp |
| Employer contribution / active EE | $2,680 | $3,411-21.4% | $2,954-9.3% | $4,156-35.5% |
| Participant deferral / active EE | $11,043 | $5,718+93.1% | $5,098+116.6% | $6,407+72.4% |
| Admin fee / account holder | $3,495 | $15,207-77.0% | $12,098-71.1% | $12,270-71.5% |