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 | $63,840 | $97,125-34.3% | $86,233-26.0% | $137,256-53.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 16.79% | 74.19%-57.4pp | 61.39%-44.6pp | 220.34%-203.6pp |
| Employer contribution / active EE | $1,667 | $2,841-41.3% | $2,504-33.4% | $4,156-59.9% |
| Participant deferral / active EE | $8,667 | $5,180+67.3% | $4,559+90.1% | $6,407+35.3% |
| Admin fee / account holder | $15,711 | $9,725+61.6% | $8,342+88.3% | $12,270+28.0% |