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 | $91,965 | $100,773-8.7% | $88,946+3.4% | $142,382-35.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 20.79% | 70.18%-49.4pp | 57.82%-37.0pp | 217.08%-196.3pp |
| Employer contribution / active EE | $8,577 | $2,918+194.0% | $2,555+235.7% | $4,299+99.5% |
| Participant deferral / active EE | $16,952 | $5,230+224.1% | $4,581+270.0% | $6,507+160.5% |
| Admin fee / account holder | $2,178 | $9,693-77.5% | $8,261-73.6% | $12,624-82.7% |