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 6-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 | $77,825 | $93,571-16.8% | $135,903-42.7% | $75,163+3.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 46.35% | 30.90%+15.4pp | 68.23%-21.9pp | 160.62%-114.3pp |
| Employer contribution / active EE | $7,188 | $3,537+103.2% | $4,856+48.0% | $2,670+169.2% |
| Participant deferral / active EE | $17,142 | $6,404+167.7% | $7,758+121.0% | $4,125+315.6% |
| Admin fee / account holder | $7,921 | $6,975+13.6% | $10,762-26.4% | $5,651+40.2% |