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 | $69,843 | $117,983-40.8% | $101,794-31.4% | $142,382-50.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 17.26% | 36.92%-19.7pp | 30.53%-13.3pp | 217.08%-199.8pp |
| Employer contribution / active EE | $9,584 | $2,773+245.7% | $2,289+318.7% | $4,299+122.9% |
| Participant deferral / active EE | $8,801 | $4,714+86.7% | $4,084+115.5% | $6,507+35.2% |
| Admin fee / account holder | $942 | $10,433-91.0% | $8,777-89.3% | $12,624-92.5% |