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 4-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 | $37,811 | $106,515-64.5% | $96,683-60.9% | $139,434-72.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.02% | 38.43%-23.4pp | 35.69%-20.7pp | 372.94%-357.9pp |
| Employer contribution / active EE | $9,345 | $4,103+127.8% | $3,737+150.1% | $4,751+96.7% |
| Participant deferral / active EE | $9,308 | $5,454+70.7% | $4,878+90.8% | $6,710+38.7% |
| Admin fee / account holder | $350 | $7,877-95.6% | $6,730-94.8% | $11,403-96.9% |