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 | $74,951 | $111,754-32.9% | $103,333-27.5% | $145,922-48.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.28% | 24.77%-9.5pp | 24.88%-9.6pp | 561.29%-546.0pp |
| Employer contribution / active EE | $22,015 | $4,212+422.6% | $3,868+469.2% | $4,660+372.5% |
| Participant deferral / active EE | $2,266 | $5,619-59.7% | $5,057-55.2% | $6,688-66.1% |
| Admin fee / account holder | $3,912 | $9,750-59.9% | $8,355-53.2% | $13,397-70.8% |