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 | $85,239 | $109,881-22.4% | $150,045-43.2% | $84,808+0.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 35.13% | 28.25%+6.9pp | 62.55%-27.4pp | 40.90%-5.8pp |
| Employer contribution / active EE | $8,674 | $3,561+143.6% | $4,693+84.8% | $2,631+229.7% |
| Participant deferral / active EE | $13,495 | $6,636+103.4% | $7,997+68.7% | $4,212+220.4% |
| Admin fee / account holder | $6,128 | $8,568-28.5% | $13,435-54.4% | $7,344-16.6% |