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 | $31,714 | $117,841-73.1% | $102,423-69.0% | $145,922-78.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 15.63% | 31.65%-16.0pp | 29.32%-13.7pp | 561.29%-545.7pp |
| Employer contribution / active EE | $7,648 | $3,615+111.6% | $3,023+153.0% | $4,660+64.1% |
| Participant deferral / active EE | $9,980 | $5,731+74.1% | $5,053+97.5% | $6,688+49.2% |
| Admin fee / account holder | $8,791 | $13,326-34.0% | $9,451-7.0% | $13,397-34.4% |