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 4-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 | $25,067 | $106,515-76.5% | $96,683-74.1% | $139,434-82.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 18.11% | 38.43%-20.3pp | 35.69%-17.6pp | 372.94%-354.8pp |
| Employer contribution / active EE | $2,499 | $4,103-39.1% | $3,737-33.1% | $4,751-47.4% |
| Participant deferral / active EE | $5,503 | $5,454+0.9% | $4,878+12.8% | $6,710-18.0% |
| Admin fee / account holder | $489 | $7,877-93.8% | $6,730-92.7% | $11,403-95.7% |