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 | $76,134 | $97,125-21.6% | $86,233-11.7% | $137,256-44.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 18.01% | 74.19%-56.2pp | 61.39%-43.4pp | 220.34%-202.3pp |
| Employer contribution / active EE | $24,595 | $2,841+765.6% | $2,504+882.1% | $4,156+491.8% |
| Participant deferral / active EE | $14,109 | $5,180+172.4% | $4,559+209.5% | $6,407+120.2% |
| Admin fee / account holder | $8,515 | $9,725-12.4% | $8,342+2.1% | $12,270-30.6% |