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 | $53,802 | $97,125-44.6% | $86,233-37.6% | $137,256-60.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 162.74% | 74.19%+88.6pp | 61.39%+101.4pp | 220.34%-57.6pp |
| Employer contribution / active EE | $1,952 | $2,841-31.3% | $2,504-22.1% | $4,156-53.0% |
| Participant deferral / active EE | $10,443 | $5,180+101.6% | $4,559+129.1% | $6,407+63.0% |
| Admin fee / account holder | $364 | $9,725-96.3% | $8,342-95.6% | $12,270-97.0% |