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 | $11,040 | $111,535-90.1% | $105,223-89.5% | $137,256-92.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 21.42% | 237.85%-216.4pp | 180.65%-159.2pp | 220.34%-198.9pp |
| Employer contribution / active EE | $3,002 | $3,939-23.8% | $3,689-18.6% | $4,156-27.8% |
| Participant deferral / active EE | $5,201 | $5,500-5.4% | $5,072+2.5% | $6,407-18.8% |
| Admin fee / account holder | $302 | $9,721-96.9% | $8,859-96.6% | $12,270-97.5% |