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 | $10,953 | $100,970-89.2% | $96,576-88.7% | $137,256-92.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 25.62% | 38.16%-12.5pp | 38.47%-12.9pp | 220.34%-194.7pp |
| Employer contribution / active EE | $4,644 | $3,809+21.9% | $3,553+30.7% | $4,156+11.7% |
| Participant deferral / active EE | $7,892 | $8,286-4.8% | $7,956-0.8% | $6,407+23.2% |
| Admin fee / account holder | $1,951 | $11,312-82.8% | $11,381-82.9% | $12,270-84.1% |