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 | $117,683 | $111,535+5.5% | $105,223+11.8% | $137,256-14.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 18.86% | 237.85%-219.0pp | 180.65%-161.8pp | 220.34%-201.5pp |
| Employer contribution / active EE | $2,963 | $3,939-24.8% | $3,689-19.7% | $4,156-28.7% |
| Participant deferral / active EE | $26,625 | $5,500+384.1% | $5,072+425.0% | $6,407+315.6% |
| Admin fee / account holder | $824 | $9,721-91.5% | $8,859-90.7% | $12,270-93.3% |