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 5-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 | $90,682 | $112,729-19.6% | $98,716-8.1% | $137,256-33.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 60.16% | 38.48%+21.7pp | 31.81%+28.4pp | 220.34%-160.2pp |
| Employer contribution / active EE | $7,817 | $2,725+186.8% | $2,279+243.1% | $4,156+88.1% |
| Participant deferral / active EE | $25,795 | $4,640+455.9% | $4,048+537.3% | $6,407+302.6% |
| Admin fee / account holder | $8,312 | $10,129-17.9% | $8,703-4.5% | $12,270-32.3% |