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 | $66,074 | $209,336-68.4% | $197,124-66.5% | $137,256-51.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 12.83% | 48.09%-35.3pp | 44.34%-31.5pp | 220.34%-207.5pp |
| Employer contribution / active EE | $8,569 | $6,591+30.0% | $6,227+37.6% | $4,156+106.2% |
| Participant deferral / active EE | $5,569 | $9,614-42.1% | $9,135-39.0% | $6,407-13.1% |
| Admin fee / account holder | $510 | $17,308-97.1% | $16,298-96.9% | $12,270-95.8% |