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 6-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 | $69,202 | $209,336-66.9% | $197,124-64.9% | $137,256-49.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 21.42% | 48.09%-26.7pp | 44.34%-22.9pp | 220.34%-198.9pp |
| Employer contribution / active EE | $3,360 | $6,591-49.0% | $6,227-46.0% | $4,156-19.1% |
| Participant deferral / active EE | $11,484 | $9,614+19.5% | $9,135+25.7% | $6,407+79.2% |
| Admin fee / account holder | $474 | $17,308-97.3% | $16,298-97.1% | $12,270-96.1% |