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 | $65,562 | $100,773-34.9% | $88,946-26.3% | $142,382-54.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 34.93% | 70.18%-35.2pp | 57.82%-22.9pp | 217.08%-182.1pp |
| Employer contribution / active EE | $3,569 | $2,918+22.3% | $2,555+39.7% | $4,299-17.0% |
| Participant deferral / active EE | $8,023 | $5,230+53.4% | $4,581+75.1% | $6,507+23.3% |
| Admin fee / account holder | $8,872 | $9,693-8.5% | $8,261+7.4% | $12,624-29.7% |