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 | $13,600 | $106,515-87.2% | $96,683-85.9% | $139,434-90.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.51% | 38.43%-22.9pp | 35.69%-20.2pp | 372.94%-357.4pp |
| Employer contribution / active EE | $3,285 | $4,103-19.9% | $3,737-12.1% | $4,751-30.9% |
| Participant deferral / active EE | $2,127 | $5,454-61.0% | $4,878-56.4% | $6,710-68.3% |
| Admin fee / account holder | $707 | $7,877-91.0% | $6,730-89.5% | $11,403-93.8% |