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 | $12,003 | $107,452-88.8% | $91,541-86.9% | $142,382-91.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 21.21% | 22.06%-0.8pp | 20.50%+0.7pp | 217.08%-195.9pp |
| Employer contribution / active EE | $5,414 | $2,994+80.8% | $2,505+116.2% | $4,299+25.9% |
| Participant deferral / active EE | $5,432 | $4,754+14.3% | $4,008+35.5% | $6,507-16.5% |
| Admin fee / account holder | $2,135 | $8,834-75.8% | $6,956-69.3% | $12,624-83.1% |