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 | $34,225 | $124,425-72.5% | $112,040-69.5% | $137,256-75.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 22.39% | 24.72%-2.3pp | 24.52%-2.1pp | 220.34%-198.0pp |
| Employer contribution / active EE | $4,815 | $3,411+41.1% | $2,954+63.0% | $4,156+15.8% |
| Participant deferral / active EE | $12,445 | $5,718+117.6% | $5,098+144.1% | $6,407+94.2% |
| Admin fee / account holder | $3,150 | $15,207-79.3% | $12,098-74.0% | $12,270-74.3% |