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 | $15,206 | $64,307-76.4% | $57,343-73.5% | $125,391-87.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 43.22% | 25.12%+18.1pp | 24.39%+18.8pp | 282.22%-239.0pp |
| Employer contribution / active EE | $4,181 | $3,193+31.0% | $2,689+55.5% | $4,866-14.1% |
| Participant deferral / active EE | $2,115 | $3,848-45.0% | $3,162-33.1% | $5,352-60.5% |
| Admin fee / account holder | $1,473 | $5,242-71.9% | $3,356-56.1% | $9,540-84.6% |