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 | $25,108 | $95,266-73.6% | $82,389-69.5% | $142,382-82.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 20.12% | 25.74%-5.6pp | 28.67%-8.5pp | 217.08%-197.0pp |
| Employer contribution / active EE | $3,721 | $2,991+24.4% | $2,517+47.8% | $4,299-13.5% |
| Participant deferral / active EE | $6,641 | $4,809+38.1% | $4,155+59.8% | $6,507+2.1% |
| Admin fee / account holder | $2,458 | $8,563-71.3% | $7,231-66.0% | $12,624-80.5% |