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 | $56,461 | $80,968-30.3% | $96,544-41.5% | $75,163-24.9% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 14.99% | 27.06%-12.1pp | 25.84%-10.8pp | 160.62%-145.6pp |
| Employer contribution / active EE | $2,688 | $2,282+17.8% | $2,965-9.3% | $2,670+0.7% |
| Participant deferral / active EE | $6,445 | $3,928+64.1% | $4,851+32.9% | $4,125+56.2% |
| Admin fee / account holder | $461 | $6,724-93.1% | $8,252-94.4% | $5,651-91.8% |