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 7-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 | $20,876 | $72,071-71.0% | $68,368-69.5% | $137,256-84.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 14.63% | 353.14%-338.5pp | 292.57%-277.9pp | 220.34%-205.7pp |
| Employer contribution / active EE | $4,119 | $2,788+47.7% | $2,649+55.5% | $4,156-0.9% |
| Participant deferral / active EE | $6,854 | $4,410+55.4% | $4,123+66.3% | $6,407+7.0% |
| Admin fee / account holder | $1,228 | $5,336-77.0% | $5,150-76.2% | $12,270-90.0% |