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 | $55,918 | $97,125-42.4% | $86,233-35.2% | $137,256-59.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 21.27% | 74.19%-52.9pp | 61.39%-40.1pp | 220.34%-199.1pp |
| Employer contribution / active EE | $5,990 | $2,841+110.8% | $2,504+139.2% | $4,156+44.1% |
| Participant deferral / active EE | $13,182 | $5,180+154.5% | $4,559+189.1% | $6,407+105.8% |
| Admin fee / account holder | $12,864 | $9,725+32.3% | $8,342+54.2% | $12,270+4.8% |