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 | $71,294 | $95,561-25.4% | $77,163-7.6% | $139,434-48.9% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 12.30% | 54.92%-42.6pp | 37.87%-25.6pp | 372.94%-360.6pp |
| Employer contribution / active EE | $5,776 | $3,147+83.5% | $2,535+127.8% | $4,751+21.6% |
| Participant deferral / active EE | $23,061 | $4,624+398.8% | $3,833+501.6% | $6,710+243.7% |
| Admin fee / account holder | $8,200 | $8,295-1.1% | $5,472+49.8% | $11,403-28.1% |