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 5-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 | $18,566 | $167,307-88.9% | $143,757-87.1% | $134,475-86.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 6.18% | 0.46%+5.7pp | -0.04%+6.2pp | 417.96%-411.8pp |
| Employer contribution / active EE | $5,697 | $5,619+1.4% | $4,951+15.1% | $4,740+20.2% |
| Participant deferral / active EE | $6,280 | $6,446-2.6% | $5,637+11.4% | $6,400-1.9% |
| Admin fee / account holder | $691 | $18,088-96.2% | $14,673-95.3% | $11,426-94.0% |