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 | $205,460 | $124,319+65.3% | $111,297+84.6% | $167,490+22.7% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 10.68% | 37.44%-26.8pp | 54.65%-44.0pp | 478.56%-467.9pp |
| Employer contribution / active EE | $1,598 | $3,435-53.5% | $2,731-41.5% | $4,837-67.0% |
| Participant deferral / active EE | $5,715 | $5,180+10.3% | $4,487+27.4% | $6,341-9.9% |
| Admin fee / account holder | $8,074 | $10,618-24.0% | $7,964+1.4% | $12,309-34.4% |