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 8-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 | $10,823 | $104,974-89.7% | $95,585-88.7% | $142,382-92.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 14.01% | 210.33%-196.3pp | 38.56%-24.6pp | 217.08%-203.1pp |
| Employer contribution / active EE | $2,865 | $2,779+3.1% | $2,527+13.4% | $4,299-33.4% |
| Participant deferral / active EE | $5,557 | $4,352+27.7% | $4,023+38.1% | $6,507-14.6% |
| Admin fee / account holder | $21,713 | $6,386+240.0% | $6,127+254.4% | $12,624+72.0% |