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 | $99,877-4.4% | $84,966+12.4% | $145,922-34.5% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 10.22% | 83.76%-73.5pp | 66.38%-56.2pp | 561.29%-551.1pp |
| Employer contribution / active EE | $9,768 | $3,231+202.3% | $2,727+258.2% | $4,660+109.6% |
| Participant deferral / active EE | $12,474 | $5,291+135.8% | $4,519+176.0% | $6,688+86.5% |
| Admin fee / account holder | $2,603 | $7,248-64.1% | $6,149-57.7% | $13,397-80.6% |