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 | $92,915 | $95,266-2.5% | $82,389+12.8% | $142,382-34.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 27.57% | 25.74%+1.8pp | 28.67%-1.1pp | 217.08%-189.5pp |
| Employer contribution / active EE | $5,237 | $2,991+75.1% | $2,517+108.1% | $4,299+21.8% |
| Participant deferral / active EE | $12,014 | $4,809+149.8% | $4,155+189.2% | $6,507+84.6% |
| Admin fee / account holder | $2,680 | $8,563-68.7% | $7,231-62.9% | $12,624-78.8% |