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 | $28,609 | $74,888-61.8% | $71,209-59.8% | $142,382-79.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 15.85% | 345.14%-329.3pp | 282.51%-266.7pp | 217.08%-201.2pp |
| Employer contribution / active EE | $8,682 | $2,854+204.2% | $2,721+219.1% | $4,299+101.9% |
| Participant deferral / active EE | $9,012 | $4,454+102.3% | $4,175+115.8% | $6,507+38.5% |
| Admin fee / account holder | $605 | $5,568-89.1% | $5,349-88.7% | $12,624-95.2% |