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 | $72,136 | $97,125-25.7% | $86,233-16.3% | $137,256-47.4% |
| Participation rate | 89.5% | 74.2%+15.3pp | 69.0%+20.5pp | 80.0%+9.5pp |
| Annual return | 18.49% | 74.19%-55.7pp | 61.39%-42.9pp | 220.34%-201.9pp |
| Employer contribution / active EE | $8,360 | $2,841+194.2% | $2,504+233.8% | $4,156+101.2% |
| Participant deferral / active EE | $13,748 | $5,180+165.4% | $4,559+201.6% | $6,407+114.6% |
| Admin fee / account holder | $2,641 | $9,725-72.8% | $8,342-68.3% | $12,270-78.5% |