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 | $106,808 | $117,859-9.4% | $102,438+4.3% | $145,959-26.8% |
| Participation rate | 90.9% | 78.6%+12.3pp | 76.5%+14.4pp | 80.3%+10.6pp |
| Annual return | 15.73% | 31.72%-16.0pp | 29.37%-13.6pp | 561.95%-546.2pp |
| Employer contribution / active EE | $3,839 | $3,615+6.2% | $3,024+27.0% | $4,661-17.6% |
| Participant deferral / active EE | $5,194 | $5,732-9.4% | $5,054+2.8% | $6,689-22.3% |
| Admin fee / account holder | $47,770 | $13,318+258.7% | $9,448+405.6% | $13,398+256.5% |