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 | $57,374 | $124,425-53.9% | $112,040-48.8% | $137,256-58.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 13.52% | 24.72%-11.2pp | 24.52%-11.0pp | 220.34%-206.8pp |
| Employer contribution / active EE | $8,422 | $3,411+146.9% | $2,954+185.1% | $4,156+102.6% |
| Participant deferral / active EE | $8,567 | $5,718+49.8% | $5,098+68.1% | $6,407+33.7% |
| Admin fee / account holder | $349 | $15,207-97.7% | $12,098-97.1% | $12,270-97.2% |