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 | $95,508 | $99,921-4.4% | $85,009+12.4% | $145,959-34.6% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 10.22% | 83.89%-73.7pp | 66.47%-56.2pp | 561.95%-551.7pp |
| Employer contribution / active EE | $9,768 | $3,233+202.2% | $2,728+258.0% | $4,661+109.6% |
| Participant deferral / active EE | $12,474 | $5,293+135.7% | $4,522+175.9% | $6,689+86.5% |
| Admin fee / account holder | $2,603 | $7,252-64.1% | $6,153-57.7% | $13,398-80.6% |