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 4-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 | $75,431 | $87,166-13.5% | $76,735-1.7% | $137,256-45.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 18.88% | 26.50%-7.6pp | 29.77%-10.9pp | 220.34%-201.5pp |
| Employer contribution / active EE | $3,169 | $2,904+9.1% | $2,454+29.1% | $4,156-23.8% |
| Participant deferral / active EE | $12,925 | $4,726+173.5% | $4,088+216.2% | $6,407+101.7% |
| Admin fee / account holder | $305 | $8,403-96.4% | $7,189-95.8% | $12,270-97.5% |