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 | $67,068 | $97,125-30.9% | $86,233-22.2% | $137,256-51.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 164.26% | 74.19%+90.1pp | 61.39%+102.9pp | 220.34%-56.1pp |
| Employer contribution / active EE | $5,890 | $2,841+107.3% | $2,504+135.2% | $4,156+41.7% |
| Participant deferral / active EE | $9,663 | $5,180+86.6% | $4,559+111.9% | $6,407+50.8% |
| Admin fee / account holder | $3,179 | $9,725-67.3% | $8,342-61.9% | $12,270-74.1% |