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 | $165,677 | $201,259-17.7% | $184,200-10.1% | $145,959+13.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.95% | 28.98%-16.0pp | 28.80%-15.8pp | 561.95%-549.0pp |
| Employer contribution / active EE | $2,616 | $7,018-62.7% | $6,424-59.3% | $4,661-43.9% |
| Participant deferral / active EE | $15,633 | $9,806+59.4% | $9,132+71.2% | $6,689+133.7% |
| Admin fee / account holder | $40,867 | $16,372+149.6% | $13,907+193.9% | $13,398+205.0% |