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 | $19,902 | $90,397-78.0% | $76,002-73.8% | $145,959-86.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 13.38% | 621.97%-608.6pp | 360.07%-346.7pp | 561.95%-548.6pp |
| Employer contribution / active EE | $1,523 | $3,317-54.1% | $2,688-43.3% | $4,661-67.3% |
| Participant deferral / active EE | $4,986 | $5,163-3.4% | $4,257+17.1% | $6,689-25.4% |
| Admin fee / account holder | $908 | $8,369-89.2% | $6,414-85.8% | $13,398-93.2% |