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 | $177,727 | $214,378-17.1% | $200,582-11.4% | $142,382+24.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 16.71% | 46.41%-29.7pp | 42.33%-25.6pp | 217.08%-200.4pp |
| Employer contribution / active EE | $3,653 | $6,841-46.6% | $6,419-43.1% | $4,299-15.0% |
| Participant deferral / active EE | $11,845 | $9,865+20.1% | $9,331+26.9% | $6,507+82.0% |
| Admin fee / account holder | $1,869 | $17,692-89.4% | $16,305-88.5% | $12,624-85.2% |