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 | $26,377 | $106,515-75.2% | $96,683-72.7% | $139,434-81.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 13.89% | 38.43%-24.5pp | 35.69%-21.8pp | 372.94%-359.0pp |
| Employer contribution / active EE | $6,870 | $4,103+67.4% | $3,737+83.8% | $4,751+44.6% |
| Participant deferral / active EE | $3,422 | $5,454-37.3% | $4,878-29.9% | $6,710-49.0% |
| Admin fee / account holder | $13,123 | $7,877+66.6% | $6,730+95.0% | $11,403+15.1% |