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 8-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 | $16,374 | $95,193-82.8% | $76,523-78.6% | $135,375-87.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | 16.03% | 4.85%+11.2pp | -0.27%+16.3pp | 519.73%-503.7pp |
| Employer contribution / active EE | $4,449 | $3,302+34.7% | $2,647+68.1% | $4,779-6.9% |
| Participant deferral / active EE | $9,314 | $4,639+100.8% | $3,835+142.8% | $5,609+66.1% |
| Admin fee / account holder | $791 | $6,249-87.3% | $4,848-83.7% | $10,827-92.7% |