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 | $33,451 | $167,484-80.0% | $151,611-77.9% | $134,475-75.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 28.36% | 7.80%+20.6pp | 3.33%+25.0pp | 417.96%-389.6pp |
| Employer contribution / active EE | $5,081 | $6,829-25.6% | $6,166-17.6% | $4,740+7.2% |
| Participant deferral / active EE | $8,073 | $8,986-10.2% | $8,363-3.5% | $6,400+26.1% |
| Admin fee / account holder | $425 | $13,783-96.9% | $11,616-96.3% | $11,426-96.3% |