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 6-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 | $28,214 | $167,484-83.2% | $151,611-81.4% | $134,475-79.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -5.90% | 7.80%-13.7pp | 3.33%-9.2pp | 417.96%-423.9pp |
| Employer contribution / active EE | $2,712 | $6,829-60.3% | $6,166-56.0% | $4,740-42.8% |
| Participant deferral / active EE | $14,060 | $8,986+56.5% | $8,363+68.1% | $6,400+119.7% |
| Admin fee / account holder | $552 | $13,783-96.0% | $11,616-95.3% | $11,426-95.2% |