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 | $84,465 | $201,272-58.0% | $184,203-54.1% | $145,922-42.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.80% | 29.00%-11.2pp | 28.81%-11.0pp | 561.29%-543.5pp |
| Employer contribution / active EE | $35,695 | $7,022+408.4% | $6,427+455.4% | $4,660+666.1% |
| Participant deferral / active EE | $13,939 | $9,806+42.2% | $9,131+52.7% | $6,688+108.4% |
| Admin fee / account holder | $5,213 | $16,364-68.1% | $13,901-62.5% | $13,397-61.1% |