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 | $75,252 | $126,574-40.5% | $106,213-29.2% | $145,922-48.4% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 11.17% | 224.79%-213.6pp | 116.14%-105.0pp | 561.29%-550.1pp |
| Employer contribution / active EE | $4,219 | $3,730+13.1% | $3,171+33.0% | $4,660-9.4% |
| Participant deferral / active EE | $4,029 | $5,724-29.6% | $5,016-19.7% | $6,688-39.8% |
| Admin fee / account holder | $3,530 | $17,304-79.6% | $11,033-68.0% | $13,397-73.7% |