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 | $22,272 | $111,814-80.1% | $103,374-78.5% | $145,959-84.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.05% | 24.77%-9.7pp | 24.89%-9.8pp | 561.95%-546.9pp |
| Employer contribution / active EE | $2,569 | $4,214-39.0% | $3,869-33.6% | $4,661-44.9% |
| Participant deferral / active EE | $5,868 | $5,618+4.4% | $5,058+16.0% | $6,689-12.3% |
| Admin fee / account holder | $2,034 | $9,754-79.1% | $8,394-75.8% | $13,398-84.8% |