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 | $10,696 | $94,338-88.7% | $100,534-89.4% | $142,382-92.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 23.16% | 29.20%-6.0pp | 32.66%-9.5pp | 217.08%-193.9pp |
| Employer contribution / active EE | $2,106 | $4,237-50.3% | $4,346-51.6% | $4,299-51.0% |
| Participant deferral / active EE | $2,783 | $5,934-53.1% | $6,144-54.7% | $6,507-57.2% |
| Admin fee / account holder | $330 | $8,421-96.1% | $7,654-95.7% | $12,624-97.4% |