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 | $80,982 | $118,427-31.6% | $66,042+22.6% | $142,382-43.1% |
| Participation rate | 100.0% | 68.1%+31.9pp | 67.5%+32.5pp | 80.1%+19.9pp |
| Annual return | 20.06% | 35.57%-15.5pp | 52.11%-32.1pp | 217.08%-197.0pp |
| Employer contribution / active EE | $3,726 | $2,570+45.0% | $1,579+135.9% | $4,299-13.3% |
| Participant deferral / active EE | $17,024 | $4,311+294.9% | $2,835+500.4% | $6,507+161.6% |
| Admin fee / account holder | $10,937 | $9,593+14.0% | $5,747+90.3% | $12,624-13.4% |