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 | $100,773-33.4% | $88,946-24.6% | $142,382-52.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 164.26% | 70.18%+94.1pp | 57.82%+106.4pp | 217.08%-52.8pp |
| Employer contribution / active EE | $5,890 | $2,918+101.9% | $2,555+130.5% | $4,299+37.0% |
| Participant deferral / active EE | $9,663 | $5,230+84.7% | $4,581+110.9% | $6,507+48.5% |
| Admin fee / account holder | $3,179 | $9,693-67.2% | $8,261-61.5% | $12,624-74.8% |